CRM
Contacts, companies, deals, tasks, communications, and relationship workflows in Qwibik One.
The CRM module is the operating layer for customer and revenue relationships. It connects people, companies, leads, deals, communications, tasks, and activity history inside a workspace boundary.
Core records
- Contacts store individual relationship context, communication details, ownership, and lifecycle status.
- Companies group contacts, deals, notes, and account-level activity.
- Leads represent early opportunities before qualification.
- Deals track active revenue opportunities through pipeline stages.
- Tasks, reminders, notes, meetings, calls, and emails provide the working history around every relationship.
Recommended setup
- Define pipeline stages before importing deal data.
- Standardize contact and company fields that your team needs for segmentation.
- Assign ownership rules for leads, deals, and key accounts.
- Connect communications so customer history is visible beside CRM records.
- Review saved views for repeatable account, pipeline, and follow-up workflows.
Support guidance
When contacting support about CRM behavior, include the record type, record URL, expected behavior, actual behavior, and whether the issue affects one record or a whole saved view.