Business Operations
In development
Every lead, every deal, every conversation
CRM is in development — tracking leads from first contact to closed deal, on top of the contact directory your business already keeps.
What we are building
Manage leads, deals and customer relationships
- Leads and deals moving through a pipeline you define
- Customer history shared with Contacts, Connect and Billing
- No second address book to keep in step
CRM is part of the AICOUNTLY suite, so when it arrives it will use the account you already sign in with, respect the company, branch and financial year you are working in, and appear in your app launcher alongside everything else. Nothing above is available yet — this page describes what the product is being built to do, not what it does today.