CRM
Leads, pipelines, teams and customer relationships.
Overview
CRM captures leads and moves them through configurable pipeline stages toward a won deal. Teams own their records with hybrid stage scoping, and public website forms can drop straight into the pipeline as new leads — connecting your marketing site to your sales process.
Key features
Pipelines
Configurable stages with team-scoped ownership of records.
Lead capture
Website contact forms become leads via the CMS form integration.
Relationships
A single view of every contact, activity and deal.
How to use it
1. Configure pipelines
Set up pipelines and stages with team-scoped ownership so each team works its own deals.
2. Capture leads
Website contact forms become leads automatically through the CMS form → CRM integration.
3. Work the pipeline
Move each lead through the stages — logging activities along the way — toward a won deal.
4. Keep the relationship
Every contact, activity and deal sits in one view so nothing slips through the cracks.
Roles & permissions
Each CRM team has one owning user; hybrid stage scoping controls who sees which leads. Website forms drop straight into the pipeline via the form → CRM mapping.
Questions about this module
How do website leads arrive?
A CMS form mapped to CRM creates a lead on every submission.
Who can see a lead?
Team ownership plus hybrid stage scoping determine visibility.
Can I customize the stages?
Yes — pipelines and their stages are fully configurable.