Sales & marketing
CRM
Leads, deals and accounts in one pipeline
Track every lead from first contact to a won deal. Keep contacts and the companies they work for together, log calls and meetings, and see the pipeline by stage.
Open CRM
Opens in RIO. You will be asked to sign in if you are not already, and you see it when your role allows.
Who uses it
Sales teams, founders who sell, and account managers.
What teams do with it
Qualify inbound leads
Assign each new lead to an owner, who is notified straight away and moves it through statuses until it converts.
Run a weekly pipeline review
List open deals by stage, see the value at each stage and move deals forward as they progress.
Keep account history in one place
Open an account to see its contacts, open deals and logged activities before a renewal call.
Bill a won customer
Create an invoice in Finance for the CRM account so the customer details come across without retyping.
Key features
- Leads, contacts, accounts and deals
- Deal pipeline with stages and deal value
- Activities: calls, meetings and tasks against any record
- Owner assignment with in-app notifications
- New leads and deal changes can start Automation rules