CRM overview

Your CRM is where every customer relationship lives. The agents, the funnel, and your team all feed it, so you always have one accurate record of who your customers are and what they need next.

The pieces

Patterns you will see everywhere

The CRM is built so the same habits work across every record type.

• Timelines log calls, messages, bookings, and changes on each record.
• Tags organize records and power filters.
• Conversions turn a lead into a client, a deal, or a booking.
• Bulk actions let you update or convert many records at once.
• Trash holds deleted records so you can restore them.

For how the record types relate and convert, read Leads, clients, deals and bookings.