people
CRM & Contacts
One record for every customer, vendor, and deal
Unified contacts with 360° views, sales pipelines, leads, deals, activities, segments, and email campaigns — built on your financial data.
What you get
- Unified customer and vendor records
- Contact 360: invoices, bills, payments, docs
- Custom fields and contact groups
- Leads with conversion to contacts
- Deals with pipelines and stages
- Activities, tasks & follow-ups
- Rule-based contact segments
- Email campaigns
Business outcomes
Sell with full context on every account
Never lose a follow-up again
Segment customers for targeted outreach
Related modules
Goes well with CRM & Contacts
Ready to try CRM & Contacts?
Start with a free trial or talk to our team about the right plan for your business.