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CRM

CRM helps keep the history of customers, deals, and related actions in one place.

Basic flow​

  1. Find or create a customer.
  2. Add a deal, contact details, and the next step.
  3. Link tasks, documents, and comments to the record.
  4. Update the status after each important event.

What matters​

Enter only verified data and leave clear notes for colleagues who continue the work.