Commerce / CORE WORKFLOW PREVIEW
CRM & sales
Follow contacts, opportunities and follow-ups.
Trial: one calendar month, one system. No card required. Demo: fictional data, expires in one hour.THE CONNECTED WORKFLOWFrom first record
From first record
to the next decision.
Register a contact, qualify a lead, log follow-ups and record won or lost outcomes.
Included in this preview
Typed records, tenant access controls, status actions, charts, private documents and plan restrictions. This is the core workflow release; the completion report lists advanced sector functions still pending.
01
Contacts
Active
02
Opportunities
New → Qualified → Won → Lost
03
Activities
Planned → Completed
LEARN THE BASICS
Read the PDF guide ↗A quick orientation.
Short workflow overview. A full recorded interface walkthrough is pending.