CRM

One customer record shared across the platform.

Manage contacts, companies, leads, communication history, ownership, follow-ups, and pipeline activity without rebuilding customer context in every app.

Open module experience →

Included capabilities

What CRM adds

Contacts, companies, and leads

Pipeline and ownership

Communication history

Follow-up reminders

Email Mailboxes

Connected by design

This module uses the same tenant identity, permissions and shared records as the rest of AppSite. It can be introduced independently without creating another isolated data silo.

Works well with

Operations

Service Orders

Work orders that price themselves, from intake to invoice.

Operations

Scheduling

Plan people, resources, appointments, and capacity.

Customer

Customer Portal

Offer secure self-service without separating customer data.