CRM is how sales sees the work: every opportunity in a stage, with the next action and the people attached. It sits on the same companies and contacts as the rest of Remven, so a won deal is not a stranger to finance and delivery.
What you can do
- 01
Stages you can stand in
The board is the process. Moving a deal is a decision, not a status someone typed in a cell.
- 02
Activities on the deal
Calls, meetings and follow-ups live on the opportunity. The next step is visible without opening five threads.
- 03
The same companies as everyone else
An account in CRM is a company Organization already knows. You do not keep a private list of customers.