CRM Overview

Business App's CRM centralizes your contacts, companies, opportunities, activities, and automations—so your team can collaborate, stay organized, and close more deals.

Why use the CRM?

• Centralize customer and prospect data across teams
• Track emails, calls, meetings, tasks, and opportunities
• Automate follow-ups and list-based workflows
• Improve visibility and forecasting with shared views

What's included

• Contacts: Manage people, import/export, and run campaigns
• Companies: Manage organizations, associate contacts and opportunities
• Lists: Segment contacts and companies with static or smart lists
• Forms: Capture leads from your website directly into the CRM
• Tasks: Plan and complete sales activities
• Opportunities: Track and manage deals in table or board views

Get started

1. Go to CRM in Business App.
2. Import a CSV of contacts in CRM > Contacts > Import.
3. Create a List for a segment you want to target.
4. Build a Web Form and embed it on your site to capture new leads.
5. Create an Opportunity and manage stages in Opportunities.

Frequently Asked Questions (FAQs)

Can I migrate from spreadsheets?

Yes. Use CSV import in CRM > Contacts to add and update records in bulk.