Customers are the companies or organisations you work with. Contacts are the people linked to those customer records.Recommended structureCreate one customer record per company.Add each person as a contact under the c...

Leads are potential customers or enquiries that have not become customers yet.Typical lead stagesNew: the enquiry has arrived and needs review.Contacted: someone has replied, called, or started a conversation....

Sales and finance documents help your team quote, agree, bill, and record payment without retyping the same information.Document flowEstimate: a price quote for work, products, or services.Proposal: a more detailed sa...

Support tickets keep customer requests, replies, files, internal notes, and status changes in one place.Typical workflowA customer submits a request or your team creates a ticket.The ticket is assigned to a department...