Modules
CRM
Manage your entire sales relationship — from a first lead to a closed deal — in one place.
What the CRM does
The CRM module helps you track potential and existing customers and move them through your sales process. It covers four main record types:
- Leads — potential customers you haven't qualified yet.
- Contacts — people you do business with.
- Deals — sales opportunities with a value and a stage.
- Activities — calls, emails, meetings, and notes tied to a record.
Working with leads
Create a lead with + New Lead, or import many at once from a CSV file. Leads move through statuses as you work them:
New → Working → Nurture → Converted or Disqualified
When a lead is ready, convert it into a contact and a deal in one click — the history stays attached.
The deal pipeline
Deals are shown on a visual pipeline so you can see what's in progress and what's about to close. Drag a deal between stages, or update it from the deal page. Pipeline stages are configurable in Settings.
AI features
- Lead scoring — open a lead and click Score with AI for a predictive priority score.
- Follow-up drafts — ask Orin to draft a follow-up email based on the conversation history.
- Bulk creation — tell Orin to create several leads or contacts at once.
Try it with Orin
Governance & audit
Sensitive actions — like a large discount or deleting records — can require approval. Every change is recorded in the audit trail.