CRM
Contacts, companies, deals, and the activity timeline.
Records
The CRM keeps contacts, companies, and deals with custom fields, tags, and relationships. Everything links: a deal knows its contacts, an activity knows its record, an email lands on the right timeline.
Pipeline and activities
Deals move through configurable pipeline stages. Calls, notes, meetings, emails, bookings, and signatures accumulate on each record’s timeline, so the full history is one scroll.
Booking links and e-signature
Public booking pages let outside contacts schedule time with you (time-zone aware, calendar-file invites); click-to-sign collects legally-attributable signatures on documents, with an audit certificate.
Automation
CRM nodes let workflows read and write records — enrich a new lead, advance a deal after a signature, notify on stage changes — under the same permission rules as the UI.