Your customers and every deal, from lead to won
The companies you sell to, the people there, new leads, the deals in your pipelines, and every call, meeting and note along the way.
A CRM shaped to how your team sells
Start with accounts, contacts, leads and opportunities, then add the fields, pipelines and views you need.
Every account, contact and lead, with its history
A record's page shows its details, related records, every field change and a timeline of calls, meetings, tasks and notes. Convert a qualified lead into an account, a contact and a deal.
Move every deal to its next stage
Drag an opportunity across the board, where each column shows its count and amount. Home shows the open pipeline, its value weighted by probability and what was won this month.
The lists your team works from
Choose filters, columns and sort, and save the view. Edit cells in place, change many records at once and export a view as CSV.
Fields and objects that fit how you sell
Add fields of 14 types to any object, create objects of your own, and refuse a save that breaks a rule, such as a lost deal without a loss reason.
Emails and meetings on the record
Once an admin turns it on, emails with your contacts and leads, and meetings with them from Calendar, are logged as activities. Bring the rest in from a CSV.
- standard objects: accounts, contacts, leads, opportunities and activities
- 5
- standard objects: accounts, contacts, leads, opportunities and activities
- field types to add to any object, from currency to lookups
- 14
- field types to add to any object, from currency to lookups
- sharing defaults for each object: private, public read only, or public read and write
- 3
- sharing defaults for each object: private, public read only, or public read and write
Everything a sales team keeps track of
Accounts, contacts and leads
Companies, the people at them, and leads not yet qualified, each with an owner and a history.
Pipeline board
Opportunities by stage, with amounts, close dates and probability.
List views
Filter, sort and save the lists your team works from.
Your own fields
Custom fields and objects, validation rules and pipelines that fit how you sell.
Sharing and permissions
Decide who sees and changes which records.
Mail and Calendar
Log emails and meetings with your contacts and leads as activities, once an admin turns it on.
See Customers with your sales process
Tell us how your team sells today, and we'll show you Customers set up the same way.
- A walk through a pipeline set up like yours
- Bringing your records over from a CSV export
- Questions about plans for larger teams
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Keep every customer and deal in Customers
Team, Complete and Enterprise include it, with Mail, Drive, Tasks and the rest of your workplace.