CRM

Your agency's sales pipeline: companies, contacts, deals, quotes, and automation.

CRM overview

Your agency's sales pipeline workspace, its navigation, and what each role can do in it.
Deals and quotes

Move deals through your pipeline as a kanban board or table, and attach structured quotes.
What happens when you win a deal

Winning a deal converts it into a client organization, a project, and seeded services automatically.
Importing data into the CRM

Bring records in from a CSV file or directly from HubSpot.