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CRM

Contacts, stages, tags, notes and activity, linked to conversations.

The CRM holds the people behind the conversations: contacts with a stage, tags, custom properties, notes and a merged activity timeline.

Stages

StageMeaning
LeadSomeone who has interacted but is not qualified.
ProspectQualified and in conversation.
CustomerConverted.
ChurnedPreviously a customer.

Activity

Stage changes, tag changes, property edits and notes are all recorded, so the timeline explains how a contact reached its current state. Conversations linked to a contact appear on their own tab.

Identity

Email is normalised and unique per workspace. Creating a contact with an address that already exists returns a conflict rather than a duplicate.