CRM overview

The CRM is where your teammates keep track of customers and run outreach on your behalf — find new leads, follow up, and move deals forward — while nothing leaves your workspace without your OK.

In short

• The CRM is your customer hub: leads, contacts, deals, and the outreach your teammates send for you.
• Open it from CRM in the left sidebar — it has its own row of sections across the top.
• Ask before sending is ON by default — every email, message, or booking waits for your approval first.
• Outreach goes out through Connectors (Connecteurs) you connect (like email) — you decide which, and you stay in control.
• This page is the map. Each section has its own how-to page linked below.

What the CRM does for you

Think of the CRM as the desk where one of your teammates sits to manage customers — the way a sales or account person would. They keep your leads (people who might buy), your contacts (people you know), and your deals (opportunities in progress) organized in one place, and they draft the follow-ups so you don’t have to.

A lead is someone who might become a customer. A deal is a specific opportunity you’re working toward. You don’t have to learn a system — you ask a teammate in Chat (Conversation), and the CRM is where the result lands.

It’s built France-first: a rénovation, expert-comptable, or immobilier business can ask a teammate to find local prospects and write the first email — in French, in your voice.

The CRM, with its sections across the top and your pipeline at a glance.

Tour the CRM sections

The CRM opens on its Dashboard and has a row of sections along the top. Here’s what each one is for:

1. Dashboard — your pipeline at a glance: open deals, what’s been won, recent outreach activity, and how many sends are waiting on your approval.
2. Leads / Contacts / Deals — the people and opportunities your teammates track. See Leads, contacts & deals.
3. Quotes — proposals and quotes tied to a deal.
4. Conversations — replies and messages that come back from outreach.
5. Library — every draft your teammates prepared, grouped by status (waiting, approved, sent, and so on). This is also where pending sends wait for your OK.
6. Sequences — multi-step follow-up campaigns (for example, a friendly email, then a reminder a few days later). See Sequences & outreach.
7. Reports / Forecasts — how your pipeline is doing and where it’s headed. See Reports & forecasts.
8. Settings — connect your sending channels and, later, set up any auto-approve rules.

Good to know — start at the Dashboard. The Approvals pending tile there is your shortcut to anything waiting on your decision.

Nothing gets sent without your OK

This is the part to remember. When a teammate prepares an email, message, or booking, it does not go out on its own — it waits for you.

No card. No connecting your email. Nothing gets sent without your OK.

Ask before sending — ON is the default for everyone. A waiting send sits in your Library (and shows up in Needs attention), where you read the full message before deciding Approve, edit, or reject. Your teammates also check each other’s work before calling a draft ready — so what reaches you has been looked over once already.

Advanced — beginners should leave this off. Once you trust a teammate with a routine kind of send, you can save an auto-approve rule in Settings so similar messages go out on their own. Every rule starts switched off, you can preview it first, and you can cap how much it approves. If you’re just starting, leave every rule off and keep approving by hand — that’s the safe default. Details on the Approvals page.

How outreach actually leaves your workspace

A teammate can draft a message, but it can only send through a channel you’ve connected — like your email. You connect those in Connectors (Connecteurs), and you choose which ones to turn on.

Connecteurs

Connect the tools your teammates use (like email) so they can send on your behalf — only the ones you choose.

Channels

Set up and check the sending channels behind your outreach, one at a time.

Until you connect a channel, your teammates still draft and organize everything in the CRM — they just have nothing to send through yet. You’re never surprised: no channel connected means no send.

What if it isn’t working?

1. No CRM in the sidebar? Your workspace may not have a teammate set up for customer work yet. Ask in Chat for help finding or following up with prospects, and the CRM fills in.
2. The Dashboard looks empty? That’s normal at the start — figures appear once your teammates begin tracking leads and deals.
3. A draft you expected isn’t here? Give it a moment after you ask, then refresh — a brand-new draft can take a short while to appear.
4. A teammate says it can’t send? You probably haven’t connected that channel yet. Open Connectors (Connecteurs) and connect it.
5. Something’s waiting but you can’t approve it? A few decisions are admin-only. Ask whoever runs your workspace.

Still stuck? Head to Getting help.

FAQ

Will the CRM email my customers on its own?

No. Ask before sending is ON by default, so every email, message, and booking waits for your approval. Nothing goes out until you say so.

Do I need to connect my email to use the CRM?

No. Your teammates can track leads, contacts, and deals and draft outreach without any channel connected. You only connect a channel — in Connectors (Connecteurs) — when you’re ready to actually send.

What's the difference between a lead, a contact, and a deal?

A lead is someone who might become a customer. A contact is a person you know and keep details on. A deal is a specific opportunity you’re working toward. See Leads, contacts & deals.

Where do replies to my outreach show up?

In Conversations. When someone replies to an email or message your teammate sent, it lands there so the follow-up can continue.

Can I use the CRM in French?

Yes. The Portal is fully French and English, and outreach is written in your language — built around French small businesses like rénovation, expert-comptable, and immobilier.

Next steps

Leads, contacts & deals

The people and opportunities your teammates keep track of.

Sequences & outreach

Set up friendly, multi-step follow-ups — still approval-gated.

Approvals (Needs attention)

Review and approve every send before it goes out.

Reports & forecasts

See how your pipeline is doing and where it’s headed.