Docs · CRM
Contacts, accounts & deals
The CRM objects — deduplicated people, their companies, and the deals and inbox over them.
Contacts & accounts
A contact is a deduplicated person (by phone number). An account is the company that groups contacts and deals. A contact can exist with no account (B2C).
Deals
A deal is an opportunity tied to a contact. View deals as a Board (kanban by stage, drag to move) or a List (table for search + bulk operations) — same data, one page, toggle at the top.
Inbox
Two-way messaging with contacts over WhatsApp, SMS and email — reply, attach, archive and snooze, with live refresh on inbound.
Open in the app