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4 docs tagged with "sales"

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CRM Overview

Centralize contacts, companies, and opportunities in Business App CRM. Use CRM AI Standard and Pro for an AI Sales Assistant, conversation intelligence, and sales coaching.

Inside Sales Representative

Set up a custom AI Inside Sales Representative that qualifies inbound leads, captures contact information, and books appointments without letting unqualified leads through.

Tasks

Create, prioritize, and complete tasks from CRM records or the task table, with filters, views, and a task queue.