Everything in the system is built around the contact — a customer, lead or partner. Opportunities, jobs, invoices, tasks, messages and calls are attached to the contact, so the contact page shows the whole history of the relationship.
How a customer moves through the system
- A contact appears — from a website request, a call, a message, or added by hand.
- An opportunity is created for them and moves through the stages of the sales pipeline.
- The customer receives an estimate and, once it is approved, an invoice.
- A job (a visit, installation or repair) is scheduled and tasks are assigned to the team.
- A payment comes in and the opportunity is closed.
No step is required: if the company does not need estimates or field jobs, those sections are switched off in module settings.
Where everything is
| Section | What is in it |
|---|---|
| Contacts | Customers, leads, partners, vendors |
| Opportunities | Sales by pipeline stage |
| Estimates | Quotes with line items and a total |
| Products | Catalog of goods and services with prices, used in estimates and invoices |
| Jobs | Visits, installation, repair, maintenance |
| Tasks and projects | The team's internal work |
| Calendar | Schedule of tasks, jobs and meetings |
| Finances | Invoices, payments, expenses, refunds |
| Interactions | Calls, SMS, messengers, website chat |
| Sign | Contracts and electronic signature |
| Reports | Summary tables and charts built from your data |
Reports
The Reports section builds tables and charts from your data: sales by stage, revenue, team workload. The section is switched on in Settings → Modules & Entities.