CRM and Sales
Search for an existing customer before creating a record. Use the CRM board or Sales desk to track stage, value, owner, notes, and next action. Open the record to review its activity before changing it. Sales tools may include outreach, appointments, and proposal drafts based on your access.
Support and fulfillment
Use Support for delivery work. Tasks can be viewed as a list, board, or calendar, with filters for owner, client, due date, status, and priority. Open a task to add context, comments, files, time, and subtasks. Website and portal work stays with the related client.
Review before sending
Posts, proposals, invoices, and other outward-facing work use explicit review or approval steps. Check the client, content, recipient, and timing before you publish or send. A draft proposal created from Sales or Market Scan is reviewed in Docs before delivery.