Everything about a customer on one page
Details you edit in place, related records, every field change and a timeline of the calls, meetings, tasks and notes along the way.
Accounts, contacts and leads
Companies with their industry, size and address, the people at them, and leads not yet qualified, with their status, source and rating. Every record has an owner.
Activity
Log a task, call, meeting or note from the panel beside a record, related to any records. The timeline shows each one in order.
Lead conversion
Convert a qualified lead into an account and a contact, new or existing, and a deal if you like. Its activities move with it.
History and search
Every field change is kept with who made it and when. Search names, emails, phone numbers and websites across every object you can see.
Keep every customer and deal in Customers
Team, Complete and Enterprise include it, with Mail, Drive, Tasks and the rest of your workplace.