Built for

CRM is aimed at teams that need a working crm model.

The workspace combines Accounts, Activities, Contacts, and LeadSources with Lead Performance Workbench, Sales Command Center, and Pipeline Board, so teams can understand the operating model before they sign up.

  • Sales and growth leaders

    Use CRM to keep pipeline, customer activity, and follow-up work visible from one installed app.

  • Marketing operations

    Manage campaigns, segments, responses, and handoff points without rebuilding the model from scratch.

  • Team managers

    Review work queues, activity history, and outcomes from the same records users update.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to production operations.

  • Editable after install

    Teams can rename fields, adjust forms, add views, change pages, and extend the app after it is installed.

  • Role-aware rollout

    Review the installed app with process owners first, then invite broader teams once access and naming are validated.

  • Structured records

    The app starts from Accounts, Activities, Contacts, and LeadSources, with references, forms, and views already modeled.

  • Editable operating model

    Start with connected tables, pages, forms, and views for CRM, then tailor the workspace before rollout.

Compared

Replace disconnected trackers with one editable app.

Start with a useful operating model, then shape the installed workspace around the team implementation.

ConsiderationBeforePublished app
Starting pointBeforeBlank workspace and manual table setup.Published appInstall CRM with business tables, forms, views, and pages already organized.
Daily workBeforeTeams coordinate through separate sheets, inboxes, and status notes.Published appUse Lead Performance Workbench, Sales Command Center, and Pipeline Board and saved views around the same records.
IterationBeforeChanging process means rebuilding the tracker.Published appEdit the installed app as the business learns what fields, roles, and pages it needs.
RolloutBeforeProspects cannot see a clear operating model before signup.Published appTeams can review the actual crm operating model before they sign up.
Rollout

Install, review, pilot, and expand.

Install the workspace, validate roles and pages, then expand rollout once the team is aligned.

  1. Step 1Install the workspace

    Create an editable copy of CRM in the workspace.

  2. Step 2Review included pages

    Open Lead Performance Workbench, Sales Command Center, and Pipeline Board and verify the experience with the people who will own the process.

  3. Step 3Adapt records and forms

    Tune Accounts, Activities, Contacts, and LeadSources, forms, and views to the team's terminology and controls.

  4. Step 4Invite users

    Bring in the wider team after roles, permissions, and workflow assumptions are tested.

FAQ

Fit, ownership, and rollout.

Who is CRM for?

CRM is for sales and growth leaders and marketing operations evaluating a faster way to start crm work in ERP.AI.

Can we change the app after installing it?

Yes. The installed app is editable, so teams can change tables, fields, forms, pages, views, roles, and workflow behavior after reviewing the starting model.

What should we verify before rollout?

Verify roles, page routes, forms, permissions, and any process-specific fields in the installed copy before inviting the full team.

CRM

Install the published starting point. Adapt it to your operating model.

CRM gives sales & crm teams an editable crm workspace for Accounts, Activities, Contacts, LeadSources, and Leads with focused pages for Lead Performance Workbench, Sales Command Center, and Pipeline Board. Install it as a starting operating model, then adapt fields, forms, pages, and workflow rules to the team's process.

Install app See live preview

The installed workspace is a separate, editable app copy.

ERP Systems

From the same catalog neighborhood.

Browse the catalog
ERP Systems Professional Services ERP Professional Services ERP gives professional services operations teams an installable ERP.AI workspace for overview, foundation, order-to-cash, inventory, and workspace. It includes Procure-to-Pay — Operations, Order-to-Cash — Operations, and Ship Orders pages for guided daily work. Projects, resources, timesheets, expenses, billing, and profitability. ERP Systems Food & Beverage ERP Formulas, batches, expiry, quality, traceability, production, and recalls. ERP Systems MRP MRP gives manufacturers a connected ERP-to-manufacturing workspace for BOMs, BOM components, work orders, inventory, goods receipts, purchase orders, sales orders, journal entries, accounting periods, contacts, items, cost centers, warehouses, and order-to-cash/procure-to-pay foundations. ERP Systems Retail & E-commerce ERP Products, stores, POS, online orders, inventory, returns, and promotions for retail and e-commerce operations. ERP Systems Construction ERP Construction ERP gives construction operations teams an installable ERP.AI workspace for overview, foundation, order-to-cash, inventory, and workspace. It includes Procure-to-Pay — Operations, Order-to-Cash — Operations, and Ship Orders pages for guided daily work. Estimating, projects, contracts, subcontractors, materials, and job costing. ERP Systems Wholesale Distribution ERP Wholesale Distribution ERP gives wholesale distribution operations teams an installable ERP.AI workspace for overview, foundation, order-to-cash, inventory, and workspace. It includes Customer Portal, Procure-to-Pay — Operations, and Order-to-Cash — Operations pages for guided daily work. Purchasing, warehouses, pricing, rebates, fulfillment, and credit. ERP Systems Logistics & 3PL ERP Logistics & 3PL ERP gives logistics & 3pl operations teams an installable ERP.AI workspace for overview, foundation, order-to-cash, inventory, and workspace. It includes Customer Portal, Procure-to-Pay — Operations, and Order-to-Cash — Operations pages for guided daily work. Freight orders, warehouses, carriers, fleet, customer billing, and settlements. ERP Systems Operations Management Coordinate customers, sites, jobs, work orders, checklists, and approvals in one operations workspace.