What this means for your business
The CRM module gives your sales team one place to work. Capture leads from every source, move deals through a visual pipeline, keep a 360 view of every contact and company, and log every call, email and note on a shared timeline so nothing slips through the cracks. Because it lives inside Ops360, your CRM data flows straight into accounting for invoicing and into the AI Sales Agent for outreach.
Everything in CRM
A complete, connected capability inside the Ops360 platform, no bolt-ons, no integrations to maintain.
Lead capture & management
Collect and qualify leads from every channel in one inbox.
Visual sales pipeline
Drag deals through your stages and always know what is closing.
360 contact records
Every person and company with full history in one view.
Activities & tasks
Log calls, emails and follow-ups so nothing is forgotten.
Quotes & deal values
Attach values and quotes, then convert straight to an invoice.
Forecasting & reports
See pipeline health, win rates and revenue forecasts.
Common questions about CRM
Other modules in the platform
Every module shares the same data, users and login. Turn on what you need, when you need it.