Accounts and contacts
One record per relationship, shared with ERP and Intelligence.
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Accounts, contacts and opportunities in any currency; quotes that become invoices in ERP; support cases with service levels; campaigns and lead capture.
Quote accepted → invoice raised in ERP with no re-keying
Runs standalone as Core plus CRM. Add ERP later and quotes start posting as invoices with no migration.
In developmentOne record per relationship, shared with ERP and Intelligence.
Stages, weighted coverage and quotes that flow into invoicing without re-keying.
Cases with service levels, linked to the account and its invoices.
Campaigns, lead capture and attribution back to won revenue.
Status labels reflect the product today. Nothing labelled Planned or In design is available yet.