The details matter.
Keep them connected.
Explore the CRM features, records and controls that support your team’s daily sales work.
Sales pipeline
Organize leads, connect people and companies, and follow deals through the stages of your sales process.
- Keep leads, contacts, accounts and deals connected.
- Assign ownership and organize opportunities by stage.
- Record tasks and notes alongside the customer relationship.
Explore Sales pipeline RD- New
- Qualified
- Proposal
- Won
Workflow automation
Build workflows around CRM events, conditions and actions. Make the next step part of the process.
- Use conditions to decide which path a record follows.
- Update records and assign ownership through configured actions.
- Create related tasks and review workflow executions.
Explore Workflow automation When a deal moves to Proposal
If the amount is over $10,000
Then create a follow-up task and assign the owner
CRM customization
Shape your customer data with custom fields, objects and relationships instead of squeezing your process into a fixed record.
- Capture business-specific information with custom fields.
- Define custom objects for records beyond standard CRM entities.
- Connect records through configured relationships.
Explore CRM customization - Account
- Reyes Dental Group
- Renewal date
- 14 Jan 2027Custom field
- Service tier
- PremiumCustom field
- Site visits
- 3 linkedCustom object
Tasks and reporting
Keep follow-up attached to customer records and examine CRM data with configurable reports.
- Link tasks to the customer records they belong to.
- Build reports with the fields and filters you choose.
- Export supported report results for further analysis.
Explore Tasks and reporting Send revised quote
Lakeview FurnitureConfirm site visit date
Reyes Dental GroupFollow up on contract terms
Tri-State Freight Lines
Deals by stageStage is ProposalAmount Export Email marketing
Organize marketing contacts into segments and prepare email campaigns from templates, using an email provider you configure.
- Group marketing contacts into segments.
- Prepare campaigns from reusable templates.
- Send through an email provider configured for your workspace.
Explore Email marketing Segment dental practices not contacted in 90 days
Template service renewal reminder
Campaign sent through your configured email provider
Let’s talk about
your sales process.
Show us how your team works. Explore where Plumto fits.
