CRM tasks and reminders

Keep customer follow-up assigned, dated, and visible.

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Create a task from the customer or opportunity, assign the owner, set the due date, and describe the expected outcome. Close the task only after recording the result. Reassign overdue work rather than creating duplicate reminders.

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Customers and contacts

Create customer records, contacts, addresses, terms, and balances.

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Customer activities and follow-up

Keep sales conversations, tasks, reminders, and files connected to the customer.

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Capture and convert leads

Turn an initial enquiry into a qualified customer opportunity.

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Customer groups and segments

Organize customers for pricing, communication, and reporting.

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