CRM and sales
The rep who closes, instead of updating.
Deals, quotes, notes and calls live in the same place as the work that follows from them. Nobody «updates the CRM» in the evening: the CRM is already up to date because it is where the work happens.
- A deal is a project: it has a goal, a value and deadlines
- Mails are already tied to the person and the deal they are about

