Customers
Accounts, contacts, leads and the deals in your pipeline.
The companies you sell to, the people there, new leads, the deals in your pipelines, and every call, meeting and note along the way.
What Customers does
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.