CRM & Sales

Customer relationships break down silently when client data lives in one place, deal history in another, and billing in a third. Sales makes promises delivery teams never see. Account managers miss expansion signals buried in old email threads. Finance builds on numbers that nobody else recognizes. The CRM & Sales category in TeamGrid connects people, opportunities, and revenue work on one shared data model — so the handoff from lead to delivered project leaves nothing behind.

Contacts is the CRM at the center of everything. It replaces six tools with six purpose-built views. The Dashboard shows win rates, overdue follow-ups, and top performers in real time — without asking "how's the pipeline looking?" The Contacts view handles full-text search, bulk operations, and CSV export across thousands of records. The Companies view auto-links every person, deal, and document to the right account, with lifecycle stages, industry data, and automatic company logos pulled from public data. The Deals view is a visual Kanban pipeline with stale-deal warnings, weighted pipeline values, and lost-reason tracking. The Documents view surfaces every invoice and quote linked to a contact automatically. The Segments view builds dynamic audiences using 13 filter operators and AND/OR logic — updated continuously as data changes, no manual export or list maintenance required.

Every contact profile consolidates what previously lived across email threads, sticky notes, and spreadsheets: personal data and tags, multi-company relationships, multiple phone numbers, structured addresses, rich notes, and a chronological activity timeline covering every email, deal change, and invoice. Duplicate detection prevents the double-entry problem that makes most CRM databases unreliable within a year of setup.

Deal Pipeline adds a dedicated visual sales CRM on top of the Contacts foundation. The Kanban board shows deal value per stage, close probability, and budget tracking at a glance. Stages are fully configurable — run multiple pipelines for different products, markets, or team segments. When a deal is won, one click converts it into an active TeamGrid project, carrying over all linked contacts, context, and deal history with no data loss at the handoff. Deal source tracking captures where every lead originates — referral networks, campaign sources, inbound channels — so you can invest in what actually brings revenue rather than guessing. Automation triggers on stage changes fire follow-up emails, task assignments, and notifications automatically.

For teams that sell and deliver in the same workspace, the compounding effect is significant: account management, delivery, and finance all reference the same contact record, the same deal history, and the same invoice status. That shared context is what separates a real revenue operation from a contact database that slowly goes stale.