The CRM hub
The CRM hub centralizes all of your customer data and acts as the foundation for the whole Metaventus suite: what you do in the other hubs (telephony, marketing, meetings, sales, customer service) automatically enriches the records in the CRM.
What you can do
- Contacts and companies — the central records of your customer database, with their contact details, properties and history.
- 360° view — on every record, the whole customer relationship at a glance: activities, exchanges, deals, documents. See Understanding contact records.
- Deals and pipelines — track your ongoing business, stage by stage, in Kanban view. See Deals and pipelines.
- Tasks and notes — organize your team's work and keep a record of every informal exchange.
- Segments — dynamic or static lists to target your contacts precisely. See Segments and lists.
- Custom objects — model the entities specific to your business (properties, cases, contracts, etc.). See Custom objects.
- Documents — centralize your files, edit your PDFs and let AI enrich them. See Documents.