Business Cloud / CRM
COMING SOONEvery customer, lead and conversation.
Keep every customer, lead and conversation in one place — shared with Books and Reach.
Included in your Business Cloud plan when it launches.
CRM · Lead
Ada Okafor
Lead → Customer · 3 invoices
What to expect
One place for every relationship.
Contacts and companies
Everyone you deal with, in one list shared across Business Cloud.
Pipelines
Track leads from first hello to paid invoice.
Every conversation
Emails, texts and notes on one timeline.
One plan
Comes with Business Cloud.
One Business Cloud plan includes Books, Reach and every app we add — for as many businesses as you run.
BooksInvoices, expenses and cashflow.LIVE
ReachEmail and SMS marketing with sequences.LIVE
CRMEvery customer, lead and conversation.COMING SOON
OpsTasks, teams and workflows.COMING SOON
FAQ
Questions.
We’ll email the waitlist first. CRM joins every Business Cloud plan the day it launches.
No. CRM joins your Business Cloud plan at no extra cost.
Yes. CRM shares one customer list with Books and Reach, so invoices and campaigns show up on each contact.
Get life in your business.
Business Cloud to run your company, Creator Cloud to sell what you know, Developer Cloud to build your own experiences.Choose where to start: Business Cloud to run your company, Creator Cloud to sell what you know, Developer Cloud to build your own experiences.
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