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CRM

The CRM module gives your workspace a place to manage contacts and deals, and lets your AI employees work the pipeline alongside you.

What you can do here

  • Keep contacts and companies in one place.
  • Move deals through pipeline stages.
  • Let AI employees research leads, draft follow-ups, and keep records current.

Getting started

Install the CRM module from the Modules page, then import or add a few contacts. Once an AI employee in your Sales department has it, they can pick up pipeline work the same way they handle any other task.

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