Log calls, emails, meetings, and notes so nothing falls through the cracks, create and manage tasks that keep deals progressing, schedule follow-ups that happen at the right time, and maintain clean pipeline data by updating deal stages and removing stale opportunities.
Custom fields let you track what matters to your business industry, company size, tech stack, decision process. But too many custom fields create confusion. Reps don't know what to fill. Reporting breaks because data is inconsistent. This chapter shows you how to identify which custom fields actually drive decisions, structure them for consistency, make them easy for reps to use, and maintain data quality so reporting works.
Set up lead routing that assigns new opportunities to the right rep immediately, configure automation that creates deals when prospects book meetings, build deal stage progression workflows that reduce manual updates, and create internal notifications to Slack or email that keep everyone aligned.
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45
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All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
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24
per month
Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.
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From
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12
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Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.
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25
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Simple CRM for relationships and outreach lists, useful for partnerships and light sales without heavy setup.
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299
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Small business CRM with email automation and invoicing, good when you want sales and marketing in one light tool.
Organise customer and prospect information to track relationships, communication history, and next steps without losing context or duplicating effort.
Define pipeline progression steps to standardise how reps advance opportunities and give managers visibility into where deals stall or convert unexpectedly.
Log calls, emails, meetings, and notes so nothing falls through the cracks, create and manage tasks that keep deals progressing, schedule follow-ups that happen at the right time, and maintain clean pipeline data by updating deal stages and removing stale opportunities.
