AppSite 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.

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Included capabilities

What AppSite CRM adds

Contacts, companies, and leads

Pipeline and ownership

Communication history

Follow-up reminders

Connected by design

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

Works well with

Operations

Service Orders

Coordinate work from intake through completion.

Operations

Scheduling

Plan people, resources, appointments, and capacity.

Customer

Customer Portal

Offer secure self-service without separating customer data.