From lead to order,
without the busywork.
Leads, accounts, contacts, opportunities and activities in one workspace — with a Kanban pipeline, guided selling, and CPQ, quotes and orders in Advanced Sales. In AI-enabled workspaces, the assistant can look up records and propose changes for your confirmation.
The essentials for daily selling.
The records, views and workflows reps use daily, with configurable fields, layouts and rules. Included in every Sales plan; forecasting is in Advanced Sales.
Leads with scoring & conversion
Capture leads from forms, imports or web-to-lead. Configurable rule-based scores and grades prioritize follow-up. Convert to Account, Contact and Opportunity in one step, with duplicate checks as you type.
Accounts & Contacts
Account hierarchies, contact roles, related lists with search and sort, lookup previews on hover, and account teams that propagate to open deals.
Kanban pipeline & Sales Path
Drag deals between stages on a Kanban board. Sales Path shows the guidance and required fields for each stage, and stage history records every move.
Opportunities that add up
Expected revenue follows amount and probability. Capture close reasons, competitors and revenue splits. In Advanced Sales, product lines keep the deal amount up to date.
Activities & timeline
Log calls, meetings, tasks and emails against customer records. Send email with configured delivery, and see completed-activity rollups on leads, contacts, accounts and opportunities.
Dashboards, reports & forecasts
Interactive dashboards and saved reports with CSV export. In Advanced Sales, forecasts show fiscal-quarter quotas, Closed, Commit, Best Case and Pipeline, with manager rollups and deal drill-downs.
CPQ, quotes and orders — in the CRM, not beside it.
Product catalog, price lists and pricing rules feed quotes that convert to orders. Product catalog, quotes, CPQ, orders and forecasting are included in Advanced Sales and One CRM.
Quotes that price themselves.
Reprice quotes using price lists, volume discounts, pricing rules and price floors, with a pricing trace to explain the calculation.
- Product catalog with configurable products (features, options, requires/excludes) and bundles that expand into component lines.
- Price lists & discount schedules — product, category or global, most-specific wins.
- Guided selling flows that ask a few questions and return the right products.
- Approval triggers lock a quote in review until the routed approver signs off.
From accepted quote to booked order.
Convert an eligible quote to an order, or create a direct order. Carry over quote lines and track submission, booking and cancellation. Configure an ERP handoff with mapped order data, delivery tracking and acknowledgement handling.
- Quote revisions snapshot header and lines; compare any two side by side.
- Quote sync syncs a selected quote's non-optional lines to the opportunity. Accept can sync automatically; synced line edits stay aligned, and Stop Sync returns control.
- Quote PDFs generated from admin-managed document templates, saved to the record's files.
- Connected order handoffs with delivery status, retries, external references and business acknowledgements. Your ERP endpoint and mappings require setup.
Ask about your pipeline. Review the proposed action.
With AI enabled and configured, the assistant can read permitted records and propose supported changes for your confirmation. Session traces help administrators review its activity.
Say it. Confirm it. Done.
Ask "Create an opportunity for Acme at $80k closing next month." Review the resolved account and proposed fields, then confirm the CRM action.
- Create and update CRM records, convert leads, and log or complete activities from natural language.
- Pipeline questions — at-risk deals, stale opportunities, what closes this quarter — answered from live data.
- Your identity, your scope. Row-level security and record scopes apply to the agent exactly as they apply to you.
- Privacy controls detect and redact supported sensitive data according to configured policies, alongside guardrails and usage limits.
Create a follow-up task for the Globex opportunity, due Friday.
Proposed: Follow up with Globex, linked to the selected opportunity and due Friday. Reply yes to create it.
How a deal moves through CRM-G.
Lead arrives
Web-to-lead, import or manual entry. Scored using configured rules; potential duplicates flagged for review.
Convert & work
Convert to Account, Contact and Opportunity. Configure Guided Processes for qualification and follow-up, with screens, decisions and tasks alongside Sales Path.
Price & approve
Guided selling picks products, the pricing pipeline sets the numbers, approval triggers route sign-off, generate a PDF for customer delivery.
Order & hand off
Convert the quote to an order and book it. Close the opportunity with a reason and record revenue splits for the selling team.
Small details that reps notice.
Duplicate detection & merge
Fuzzy matching on names, emails and companies as you type. Side-by-side merge keeps the fields you pick and re-links related records.
Account & opportunity teams
Ad hoc teams with read or read/write access. Default teams copy to new accounts and propagate to open deals.
Sales territories
Rule-based territory assignment on accounts, inherited by opportunities, with hierarchy-aware read access for territory members.
Campaigns
Campaign records with members, responses, budget and ROI metrics — link leads and contacts to the programs that sourced them.
List views, filters & search
Saved filters, advanced filter builder, global search, tags, and a command palette to jump anywhere from the keyboard.
Utility bar & notifications
Quick notes, quick tasks and record context from any page, plus an in-app notifications inbox for approvals and assignments.
Guided work and connected systems, built on one foundation.
Guided Processes · Integrations · Platform overview · Security posture
See your pipeline in CRM-G.
Start a free 90-day trial and tell us which sales workflows you want to try. The trial includes sample data and limited daily AI use. Every production plan includes a daily AI allowance, and the optional AI Add-On adds extra usage.
Also supporting customers after the sale?
Service Console shares the same accounts, contacts and AI layer — cases, queues, SLAs and knowledge in the same workspace.