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Customer & sales

CRM

A disciplined approach and toolset for managing customer relationships, sales opportunities, history, and scheduled follow-ups.

How to use

Track the lead source, stage, assignee, and response status within a single unified record.

Example

Elif’s form submission enters the New stage; Deniz takes ownership of the initial consultation.

Not to be confused with

A contact list on its own is not a full sales process.

Related concepts