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CRM

Business App’s CRM centralizes your contacts, companies, opportunities, activities, and automations—so your team can collaborate, stay organized, and close more deals.

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Business App’s CRM centralizes your contacts, companies, opportunities, activities, and automations—so your team can collaborate, stay organized, and close more deals.

Why use the CRM?

  • Centralize customer and prospect data across teams
  • Track emails, calls, meetings, tasks, and opportunities
  • Automate follow-ups and list-based workflows
  • Improve visibility and forecasting with shared views

What’s included

  • Contacts: Manage people, import/export, and run campaigns
  • Companies: Manage organizations, associate contacts and opportunities
  • Lists: Segment contacts and companies with static or smart lists
  • Forms: Capture leads from your website directly into the CRM
  • Tasks: Plan and complete sales activities
  • Opportunities: Track and manage deals in table or board views

Get started

  1. Go to CRM in Business App.
  2. Import a CSV of contacts in CRM > Contacts > Import.
  3. Create a List for a segment you want to target.
  4. Build a Web Form and embed it on your site to capture new leads.
  5. Create an Opportunity and manage stages in Opportunities.

Frequently Asked Questions (FAQs)

Yes. Use CSV import in CRM > Contacts to add and update records in bulk.

In this section

ContactsUse Contacts to manage the people you engage with. Create and update contact records, import and export in bulk, associate contacts with companies and opportunities, and take action with campaigns, li2 pagesCompaniesUse Companies to manage the organizations you sell to and serve. Keep company data accurate, track engagement, and associate contacts, opportunities, tasks, and lists.Activity feedUse the Activity Feed to see real-time updates on sales activities across your teams—emails, notes, calls, meetings, and more—so you can stay informed and coach effectively.TasksTasks help you plan and track the actions required to move deals forward—calls, emails, follow-ups, and more.ListsUse Lists to organize contacts and companies into meaningful segments for outreach, automation, and reporting. There are two types: Static Lists : You add or remove members manually—ideal for fixed grLeaderboardUse the Leaderboard to see top-performing salespeople and teams. Filter, compare time ranges, and identify coaching opportunities.FormsUse Forms to capture leads from your website directly into the CRM. Embed a form on any page, create the contact automatically, start a conversation in Conversations, and trigger automations for insta3 pagesMy MeetingsUse My Meetings to share booking links, manage availability, and track upcoming meetings.9 pagesOpportunitiesOpportunities help you track potential revenue throughout your sales process. You can link opportunities to CRM records, including contacts and companies, to keep information organized and up to date.3 pagesCustom ObjectsCustom objects let you extend the CRM beyond standard contacts, companies, and opportunities by creating flexible data types tailored to your business or industry. Track specialized records like equip