CRM

WorkSquares CRM manages your customer relationships end to end — from first touch to closed deal — on the same records the rest of the suite uses.

Core objects

• Leads — unqualified interest; convert to an account, contact and deal.
• Accounts — the companies you sell to.
• Contacts — the people at those accounts.
• Deals — opportunities moving through a pipeline of stages.
• Activities — calls, emails, meetings and tasks on a shared timeline.

What you can do

• Build multiple pipelines with custom stages per team.
• Automate assignment and follow‑ups with workflow and assignment rules.
• Add custom fields, layouts and list views to any object.
• Enforce data quality with validation rules and duplicate rules.

Connects to

• CPQ — turn a deal into a quote without re‑entering the account or products.
• Billing / Accounts — a won deal flows into invoicing and the ledger.