Modules
CRM
Leads, deals, tasks, and automation.
The CRM module manages the customer lifecycle:
- Leads — capture (from forms, ads, and messaging), scoring, assignment, duplicate detection, conversion, and merge.
- Deals — opportunities tracked through pipeline stages to close.
- Tasks — follow-ups and activities tied to leads and deals.
- Automation — workflows with triggers and actions, plus SLA tracking.
Records support scoped ownership fields (createdBy, teamId, regionId,
businessUnitId, organizationId) so the access-control layer can filter
them per user. See Permissions.