CRM overview
An installable sales area - the four objects and how they fit together.
It arrives with the IT & Managed Services and Engineering & Construction presets, and is installable on any workspace from the Marketplace. It's first-party and database-backed, so the moment it's added it works - there's no external service to authorise. An admin can also remove it, in which case the CRM area and all its actions stop.
The CRM keeps your sales world in the same workspace as your Noots, meetings and mail - so a customer's whole story is in one place instead of a separate tool. Open it from the CRM link and you land on Home, a dashboard that answers "what should I do right now?" before "how are we doing?"
It takes the whole page, with its own menu of eight sections. The menu takes whichever edge your app navigation is not using: with the app's nav bar along the top, the CRM menu is a rail down the left; move the app nav to the side and the CRM menu moves to the top, so you never have two vertical bars competing for the same screen. That follows the Navigation setting - see Navigation modes.
Moving between sections changes the URL, so a section can be linked, bookmarked and reached with the back button. Every CRM link Noots has ever put in a notification still opens exactly the record it always did.
The objects you work with
The CRM is modeled on a classic sales object graph: a lead qualifies into a contact and an account, and (optionally) opens an opportunity.
| Object | What it is |
|---|---|
| Lead | One unqualified row holding both a person and their company - the top of the funnel. |
| Contact | A real person you're working with, usually attached to an account. |
| Account | The company. Contacts and opportunities roll up to it. |
| Opportunity | A deal with an amount, a stage and a close date, moving through your pipeline. |
Two more things sit alongside the objects: Tasks (your follow-ups across every record) and Activities (the logged history of calls, emails, meetings and notes on each record).
Getting around
- Home - overdue work, deals closing soon, pipeline by stage and deals that need a nudge.
- Leads, Deals, Companies, Contacts - the list views, each with its own filters and a "New …" button.
- Tasks - every open follow-up, grouped by when it's due.
- Reports - your win rate, performance month by month, pipeline, conversion, activity and aging (a paid feature).
- Setup - duplicate detection, custom fields, and importing or exporting a CSV.
The search field at the top of the CRM filters whichever list you're looking at - Leads, Deals, Companies or Contacts. It's the fastest way to find a record without leaving the view.
Every object opens in the same record drawer with the same three parts - Highlights, a lifecycle path, and Details / Activity / Related tabs - so learning one record teaches you all four.