Relationships and growth
AvailableCRM
Keep customer relationships and sales work in one record.
Companies and Contacts provide shared identity. CRM and Deals add sales activity, pipeline, tasks, and outcomes.

Primary records
- Company
- Contact
- Deal
- Activity
Governed workflow
- 01Resolve company and contact identity
- 02Open and progress a Deal
- 03Record activity and next work
Optional integrations
- Optional Communications context
Accepted outputs
- Sales pipeline and activity history
Current limits
- CRM does not replace module-specific lifecycles.
Repository evidence
- Company, Contact, Deal, Activity, and Dashboard APIs
- Workspace isolation and authenticated browser tests
Works with