What it covers
Built from the live service routes, these are the main product surfaces customers should understand first.
Lead management
Capture prospects, qualify interest, and keep follow-up work visible to the right team.
Campaign workflows
Plan nurture sequences and marketing activity across customer segments and channels.
Growth analytics
Understand funnel movement, campaign performance, and customer engagement signals.
How teams use it
Capture
Collect leads from campaigns, referrals, forms, and customer interactions.
Nurture
Move contacts through targeted follow-up and conversion workflows.
Convert
Measure outcomes and focus teams on the next best customer action.
Operational confidence
SMB-focused
The CRM page is written for practical customer follow-up and revenue growth.
Marketing visibility
Campaign and funnel areas give teams a shared picture of performance.
Connected journeys
CRM can sit alongside notifications, ordering, and analytics in the wider ecosystem.