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CRM.meSell Everyone.

CRM

Run accounts, contacts, opportunities, tasks, conversations, and products in one workspace.

A working CRM core with account/contact management, pipeline, tasking, conversations, products, reports, and admin controls.

Built for

Teams replacing fragmented spreadsheets, point tools, and disconnected activity logs.

Availability

Implemented locally; deployment credentials separate

The CRM core exists across accounts, contacts, opportunities, tasks, products, reports, and admin routes. Production launch still depends on deployment credentials and smoke proof.

Build/typecheckProduction credentialsPost-deploy smoke
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Illustration · sample data

How it works

From signal to action

  1. 1

    Model the customer

    Create accounts, contacts, buyers, opportunities, products, projects, and tasks.

  2. 2

    Capture the work

    Log email, campaign, meeting, document, and conversation activity.

  3. 3

    Operate the pipeline

    Use dashboards, reports, alerts, and admin governance to manage revenue.

Illustration · sample data

Core records

Keep the CRM objects that revenue teams rely on.

  • Accounts
  • Contacts
  • Opportunities
  • Tasks

Revenue workflows

Connect pipeline work to activity and follow-up.

  • Campaigns
  • Meetings
  • Documents
  • Conversations

Operational control

Give managers and admins visibility into the system.

  • Reports
  • Dashboards
  • Roles
  • Audit logs

Related Workflows

Keep exploring the connected product surface

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