CRM

Pipelines, campaigns, consent and duplicate management — built over datastores you define rather than a fixed contact model.

• Getting Started with CRM — What CRM means on a datastore-first platform, how to model contacts and organisations, and how it composes with everything else.
• Pipelines & Boards — A board over any datastore, pipeline mode with weighted stages, and the stage history that tells you where deals actually stall.
• Campaigns — Send one message to a population by e-mail, SMS or WhatsApp — segments, throttling, tracking, and the machinery that stops the wrong sends.
• Consent & Preferences — Topic-level opt-outs that hold across every channel, the suppression list, and how bounces and complaints feed back automatically.
• Duplicates & Merging — Weighted match policies with review and block thresholds, a nightly sweep, and merges that keep both records and can be reversed.