Use Cases

CRM adapts to how you actually chase relationships and revenue. Here's how two very different roles put it to work.

Sales manager at a B2B SaaS company

You're running an outbound motion and need every cold prospect to move toward a closed deal without anything stalling in someone's inbox.

1. Capture inbound and cold prospects as Leads, so your reps work a single qualified list instead of scattered spreadsheets.
2. Promote qualified leads into Opportunities and track each one on My Opportunities, giving every rep a clear view of the deals they own and what's due next.
3. Keep the people and accounts behind each deal in Contacts so call history and next steps travel with the relationship.
4. Watch Analytics to see pipeline value, win rate, and where deals slip, then coach against the stage that's leaking.

Tip: Star your must-win accounts so they surface first every morning and never get buried under fresh leads.

Membership coordinator at a nonprofit

You steward donors and volunteers, and personal outreach can't fall apart just because your list keeps growing.

1. Keep every donor and volunteer in Contacts, grouped by the Companies and organizations they're tied to, so you always know who's connected to whom.
2. Run targeted campaigns with Mailers — an appeal to lapsed donors, a thank-you to recent givers — instead of one generic blast.
3. Collect new signups with Forms embedded on your site, so interest flows straight into your contact list without manual entry.

Tip: Build one segment per relationship stage — new, active, lapsed — and let each Mailer speak to exactly where that person is.