CRM: Leads, Customers, Appointments
Leads help your team capture demand and move opportunities through your sales pipeline.
Customers
Section titled “Customers”Customers centralize relationship history and support repeatable service and revenue operations.
Appointments
Section titled “Appointments”Appointments organize service timing and improve client experience through reliable planning.
Cross-module behavior
Section titled “Cross-module behavior”- Leads become active customer relationships.
- Customer records connect service, communication, and billing moments.
- Appointments align teams and client expectations.