CRM

Manage accounts, contacts, sales opportunities, customer activity, and billing in one connected system.

How to use this solution

Use this solution to manage customer relationships from the first sales opportunity through ongoing customer activity and invoicing.

• Account management: Maintain a central record for each organization, including company information and its related Contacts, Opportunities, Activities, Customers, and Invoices.
• Contact management: Track the people you work with at each Account, including their contact information, roles, and relationship with your organization.
• Sales pipeline: Track each Opportunity's stage, estimated value, probability, expected close date, Contacts, owner, and other sales information.
• Customer activity: Record calls, meetings, demonstrations, follow-ups, and other interactions to maintain an activity history for each Account.
• Customer and billing: Connect Accounts to Customer records for billing, then create Invoices with line items for the products or services sold.

How the solution is organized

The solution is built around several connected business objects:

Business object	What it represents	How it is used
Account	A company or organization your team has a business relationship with	Central CRM record connecting Contacts, Opportunities, Activities, Customers, and Invoices
Contact	A person associated with an Account	Stores the person's name, title, email address, phone number, and other contact details
Opportunity	A potential sale or business opportunity	Tracks stage, estimated value, probability, expected close date, owner, and related Contacts
Activity	An interaction associated with an Account	Records discovery calls, meetings, demonstrations, follow-ups, and other customer interactions
Customer	An individual or organization that purchases your products or services	Maintains customer and billing information and connects to Invoices and other operational records
Invoice	An amount billed to a Customer	Stores billing information and Invoice Lines for the products or services sold
Item	A product or service your business sells	Provides consistent product, service, and pricing information for Invoice Lines

The Account is the central relationship record. Contacts, Opportunities, and Activities describe the sales relationship, while the Customer, Invoice, and Item records support billing after the Account becomes a customer.

Getting started

1. Create an Account

Create an Account for a company or organization you want to track.

Add information such as:

• Account name
• Account type
• Industry
• Website
• Address
• Status
• Primary contact
• Account owner

The Account becomes the central record for managing the relationship.

2. Add Contacts

Add the people you work with and connect them to the Account.

For each Contact, add information such as:

• Name
• Job title
• Email
• Phone number

3. Create an Opportunity

Create an Opportunity when you identify potential business with the Account.

Track information such as:

• Opportunity name
• Stage
• Estimated value
• Probability
• Expected close date
• Primary contact
• Owner

Update the Opportunity as it progresses through your sales process.

4. Track Activities

Create Activities as you interact with the Account and its Contacts.

Activities can represent:

• Calls
• Meetings
• Product demonstrations
• Follow-ups
• Other customer interactions

This provides a history of the relationship that your team can reference later.

5. Manage Customers and Invoices

When an Account becomes a customer, use the Customer record to maintain customer and billing information.

Create Invoices for the products or services sold, then add Invoice Lines connected to the appropriate Items.

Example

Suppose your sales team is working with Apex Global Logistics Solutions on a warehouse modernization project.

Create the following connected records:

Quantity	Record type	Record
1	Account	Apex Global Logistics Solutions
3	Contacts	David Collins, Operations Director; Rachel Morgan, Warehouse Manager; James Porter, IT Manager
1	Opportunity	Warehouse Operations Modernization

As the Opportunity progresses, record discovery calls, demonstrations, meetings, and follow-ups as Activities connected to the Account.

When Apex becomes a customer, use its Customer record for billing and create an Invoice for implementation services, integration setup, and training.

This creates a connected history from the initial business relationship through sales activity and customer billing.

Make it yours

This solution is designed to be used as-is or customized to fit your business.

Add your own fields, views, forms, related records, workflows, and automations to match the way your business manages sales and customer relationships.