Sales, CRM & Commerce · Documentation
CRM
Leads, accounts, opportunities and a pipeline board, support tickets and a knowledge base, relationship graphs and AI insights — every activity lands on the same account the orders live on.
Overview
Leads, pipeline, and tickets on the customer record. Leads, accounts, opportunities and a pipeline board, support tickets and a knowledge base, relationship graphs and AI insights — every activity lands on the same account the orders live on.
Who it's for. Revenue teams who want CRM and the order book to be one system.
Capability reference
15 capabilities ship in this module. Each is a live surface in the app.
- Dashboard
- Leads
- Accounts
- Contacts
- Opportunities
- Pipeline
- Recurring Plans
- Tickets
- Knowledge Base
- Analytics
- AI Insights
- Automation
- Relationship Graph
- Custom Fields
- Settings
How it connects
CRM shares the platform's single database — the same customers, items, orders, and audit trail as the rest. Related modules: Sales · E-Commerce · Marketing · Contacts.