← All FeaturesCRM: Contacts, businesses and deals in one place
CRM● AVAILABLEModule 01

CRM

Contacts, businesses and deals in one place

Keep your contacts, businesses and deals in one workspace and move deals through a pipeline.

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About This Feature

What is CRM?

The CRM app holds the people and businesses you work with and the deals you are chasing. Contacts and businesses can be searched, filtered and tagged. Deals sit on a pipeline board that you move from stage to stage, and an activity log keeps the history of what happened.

Key Capabilities
Contacts and businesses with tags, search and filters
Deals on a pipeline board
Activity log
Products and services catalog (the Business Data app)
Workflow

How it works

01
Add contacts and businesses
02
Create deals and place them on the pipeline
03
Move deals between stages as they progress
04
Look back at the activity log when you need the history
FAQ

Frequently Asked Questions

How do I get access?

Send a request and the HiT team reviews it and sets up your workspace with you.

Which language are the screens in?

The screens are in English today. Arabic text can be typed and shown, but the interface is not translated yet.

Integrations

Works Best With

CRM connects natively with these modules — install them together for the full automated workflow.

📦
Products & Services
CRM
● AVAILABLEAI Assistant cover
AI Assistant
Intelligence
● AVAILABLE

Ready to use CRM?

Request access and the HiT team will set up CRM in your workspace with you.

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