Coming Soon · CRM

CRM on the same records as the shop.

Quotes, accounts, and pipeline sit on the same objects as sales orders, not a second CRM database.

Coming Soon · Notify · no list price

Inbox · Outbound · Helpdesk

Nested under CRM. Not own mosaic tiles.

Inbox

Shared inbox on the account.

Outbound

Cold email sequences for the sales bench.

Helpdesk

Tickets on orders and jobs.

How it fits

1 · ERP

Orders and inventory (live).

2 · CRM

Pipeline on the same accounts (Coming Soon).

3 · Surfaces

Outbound / Inbox / Helpdesk fold under CRM when they ship.

Or open the live ERP that holds the accounts.

Tell us you want CRM. No form backend on this proof.