Introduction
An overview of the CRM hub: contacts, companies, 360° view, deals, tasks, notes, segments, custom objects and documents.
Contact records
The 360° view, custom fields, activity history, merging duplicates and SIREN/SIRET enrichment.
Segments and lists
Dynamic segments vs static lists, combinable criteria, consent by channel and cross-object segments on custom objects.
Custom objects
Create your own business objects: typed properties, links to contacts and companies, variables and automations.
Documents
Upload PDFs and images, edit PDFs online and enrich them with AI: page-by-page OCR, summary, detected document type and entities.
Deals
Custom pipelines, Kanban view, scoring, weighted pipeline and revenue forecasts.
Record Scoring
A score from 0 to 100 calculated by rules you set: record profile, source, stage, status, role, and each contact interaction — never by AI, never at creation, never manually.