CRM+

Activate CRM+, set up your sales funnel, and work with leads, account types, lead phases, and closing reasons.

CRM+ extends standard CRM with a structured sales funnel.

You manage account types, lead phases, and closing reasons in one place.

CRM+ is available as a Power-Up.

It is also included in the Maximize package.

In this guide

• What is CRM+?
• Activate CRM+
• Set up account types
• Set up lead phases
• Set up closing reasons
• Work with customers and leads in CRM+
• Use the CRM overview page
• Merge and delete customers
• Automations for CRM+

What you do with CRM+

• build a sales funnel per account type
• track leads by phase
• record why a deal is won or lost

Related articles

• OutSmart packages
• Power-Ups
• Customers