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Built-in CRM

Built-in CRM (customer relationship management system)

Key features we implemented at the launch of the system:

  • A deal contains the user's contact, contact tags, and user variables filled in before the deal was created
  • You can edit the deal name, stage, and additional fields
  • You can move deal cards from one stage to another
  • You can move funnel stages horizontally (new deals always land in the first stage on the left side of the funnel)
crm bot

Funnel

crm bot

Deal card

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Documents in the built-in CRM deal card and their mailing

Tag management

Opening a dialog with a contact from the built-in CRM