Accounts and contacts
Sell to companies with Accounts and linked contacts, or work straight with people. Hand a record, or many at once, to a new owner.
accounts, contacts and pipeline
Your CRM lives in the conversation.
Accounts, contacts and opportunities in the same place your team handles customers. Deals move forward without copying data between tools.
Talk to the teamthe problemSales on one screen.
Sales on one screen.
Support on another.
When the CRM sits far from customer service, history scatters across tabs, nobody knows who owns the customer and the deal goes cold before anyone updates the pipeline.
01
what you do
From first message to closed deal.
Pipeline with probability
Each stage carries its own probability, and the weighted amount shows what the pipeline is really worth, not just what it adds up to.
Kanban by stage
Drag a deal to the next stage and see each column's total. Saved views keep your columns, filters and who can see them.
Deals from the conversation
Customer asked for a quote on WhatsApp? Create the opportunity right there, without leaving the inbox.
Import with a preview
Upload a CSV, map columns to fields and check valid rows before anything is saved. Duplicates by email or phone get updated or skipped, your call.
Verified emails
Email addresses are checked in the background and tagged as valid, risky, invalid or unknown.
Files on the record
Proposals, contracts and receipts stay attached to the account, contact or opportunity, with a preview.
Shaped to your operation
Call an Account a Client or an Opportunity a Deal, in each language. Lay out record pages by dragging fields and sections, per access role.
how it works
From conversation to pipeline.
- 01Bring your base
Import contacts from a CSV with a preview before saving, or let them arrive through your service channels.
- 02A conversation comes in
The contact shows up with account, opportunities and history alongside. Whoever answers knows who they are talking to.
- 03The deal starts there
A quote request becomes an opportunity on the spot, with amount and stage, tied to the right contact.
- 04The pipeline moves
The team moves stages on the Kanban and managers follow the weighted amount of each one.
questions
Before you start.
Can I rename Account and Opportunity?
Yes. Each company decides what to call Account, Contact, Opportunity, Task and Event, in English, Portuguese and Spanish. The new names show up across the whole app.
Do I need Accounts if I sell to individuals?
No. Accounts is optional. Without it, the CRM works straight with contacts and opportunities. When you turn it on, accounts are created from your contacts' company names.
What happens to repeated contacts on import?
Before saving you get a preview with valid, invalid and duplicate rows. For records that already exist with the same email or phone, you choose to update or skip.
Can I control who sees and edits each field?
Yes. Page layouts are set per access role, with fields that are required, read-only or hidden.
next step
Talk to the team