What is CRM+?

Understand what CRM+ adds to OutSmart and when to use it.

CRM+ adds a sales funnel to OutSmart CRM.

You work with account types, lead phases, and closing reasons.

This helps you track leads in a structured way.

What CRM+ adds

• Account types define how you categorize relationships.
• Lead phases show where a lead is in the process.
• Closing reasons record why a deal is won or lost.

When to use CRM+

Use CRM+ if you:

• actively follow up on leads
• want to manage sales opportunities by phase
• want to report on wins and losses

How the flow works

1

Choose an account type

For example, Lead, Prospect, or Customer.

2

Move through lead phases

Move the relationship from first contact to closing.

3

Choose a closing reason

Record why the deal is won or lost.

Related articles

• Activate CRM+
• Set up account types
• Set up lead phases
• Set up closing reasons