Pipeline view
CRM
CRM gives revenue-facing teams a shared view of leads, contacts, accounts, opportunities, and the work that moves a relationship forward.
Pipeline view
Today's workspace
Focused work
The information and actions appropriate to this module.
Role aware
Platform access follows each person's responsibility.
Illustrative Makerbay CRM workspace
In the application
What teams can do with CRM.
The CRM application currently supports leads, contacts, pipelines, follow-ups, activity history, and dashboard monitoring for customer work.
CRM is in active development. The listed lead, contact, pipeline, follow-up, activity, and dashboard flows are present; broader scope continues to evolve.
Capabilities
A focused module, connected to the Platform.
Core concepts
Relationship records
Capture people, organisations, and the connection between them as shared customer context.
Pipeline work
Move opportunities through defined stages with accountable owners and visible next steps.
Activity history
Keep meetings, notes, tasks, and changes with the relationship rather than in personal inboxes.
Workflow in the application
- Step 1
Create a lead and record the first customer context.
- Step 2
Add contacts, notes, and follow-up activity.
- Step 3
Progress the relationship through the sales pipeline.
- Step 4
Review follow-ups, stalled work, and ownership from the dashboard.
Platform-controlled roles
Access follows responsibility.
Organisation administrators control CRM access.
Sales leads configure pipeline practices for their teams.
Account owners manage the relationships assigned to them.
Contributors record activities and work where their role permits.