From lead to close, in a visual pipeline.
Manage opportunities by stage (Lead → Qualified → Proposal → Negotiation → Won/Lost), link products and tasks, keep a per-deal wiki, and see the customer in 360°.
CRM
Why use it
Customer 360 view: opportunities, projects, and contracts.
Per-opportunity wiki and TrexAI insights.
CRM
Frequently asked questions
What stages does the pipeline have?
Lead, Qualified, Proposal, Negotiation, and Closed Won/Lost — with an expected close date for forecasting.
Does CRM tie to tasks and contracts?
Yes — tasks link to opportunities and won deals can become contracts.
Is there a single customer view?
Yes, the 360 view gathers each customer's opportunities, projects, and contracts.
Continua a esplorare
Documentazione Works well with
TREX / One platform. Many flows.
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