Keep your sales team on the same page

Follow leads and opportunities, assign territories and review each rep’s activity. Customer records stay connected to the rest of your operation.

Core Sales CRM Capabilities

  • Pipeline Kanban Board Visual drag-and-drop pipeline with win-probability scoring per deal stage. Track deals from lead to closed-won.
  • Territory Map Visualization Interactive map showing lead distribution by region with geographic territory assignment and workload balancing.
  • Activity Logging Log calls, emails, and meetings against contacts and deals with automatic timeline tracking and follow-up reminders.
  • Weighted Pipeline Forecast Forecast revenue from your live pipeline: each deal value is weighted by the opportunity probability, falling back to the configured stage default when the opportunity has no saved probability. It's transparent pipeline math, not a black-box prediction.

Frequently Asked Questions

Can I customize the pipeline stages?
Organization owners and admins, plus managers with Sales CRM write access, can add open pipeline stages and rename, reorder, recolor, or set the default win probability for active stages. Won and lost stages must remain. Before removing an open stage that contains opportunities, move those opportunities to another stage. Optional owner-task automation is configured separately and runs only after a user moves an opportunity into the stage.
How does territory management work?
Organization owners and admins can draw or edit polygon and radius territories and assign representatives. The territory workspace shows boundaries, representative assignments, mapped companies, active opportunity counts, and pipeline value from organization-scoped Sales CRM records.
What happens when a deal is marked as won?
Moving a deal to a won stage closes the opportunity and records an accepted winning quote when applicable. Creating a B2B order remains a separate Create Order action for a company-linked won deal. The order request validates the source deal, and repeat submissions resolve to the existing order.
Does the CRM track email engagement?
For CRM email sent through Mailgun, an activity can show recorded delivery, open, and click timestamps and counts. Gmail OAuth sends confirm provider acceptance but do not provide those engagement metrics. Managers can compare template sends and, when tracking data is available, deliveries, opens, clicks, open rates, and click rates for the selected period.
Can I log calls and meetings from the CRM?
Users with Sales CRM write access can record incoming or outgoing calls, meetings, emails, and other activities against visible companies, contacts, or opportunities. Activity timelines order those records by their scheduled, completed, or logged time, and meetings or to-dos can include future scheduling details.
How does lead scoring work?
The advisory 0–100 rule score weighs the manual Hot, Warm, or Cold rating, lead source, lead status, contact-channel completeness, estimated value, recent recorded activity, and open opportunities. It helps prioritize follow-up but does not change the manual Hot, Warm, or Cold rating.
Is there a mobile view for sales reps in the field?
Sales CRM provides responsive layouts for supported phone workflows, including a compact opportunity list and a stacked territory map and sidebar. The controls and records shown still follow the signed-in user's Sales CRM access and organization settings.
How does customer feedback tracking work?
Customer Feedback records a company, optional contact, type, sentiment, optional 1–5 rating, source, subject, and notes. The workspace filters by sales representative, type, sentiment, company, and rating. Creating or editing feedback requires Sales CRM write access, while deletion requires Sales CRM admin permission.

Sales CRM Workflows by Industry

  • Importers

    OLT capability: Run your pipeline, territories, and rep performance on the same live data as the rest of your business — whether you sell goods or services.

  • Distributors

    Keep distributor accounts, contacts, opportunities, territories, and sales activities together for account follow-up.

  • Trucking Companies

    Manage shipping prospects with territory-based sales tools. Track leads from first call to signed rate agreement, view assigned prospects on a map, log meeting notes, and calculate configured commissions on new accounts.

  • Logistics Companies

    Win new logistics contracts with pipeline management. Track prospects from RFQ to signed contract, manage territory assignments, and calculate commission on new accounts.

  • Freight Forwarders

    Manage shipper prospects and accounts alongside lane, rate, transit-time, and carrier context.

Reviewed Sales Guidance