CRM.

Contacts, companies, leads and tasks, with a timeline on every record.

Open CRM in the sidebar. It has four pages: Contacts, Companies, Leads and Tasks.

Contacts

The people you deal with. Open a contact to see their details, the companies they are associated with, their bookings, their tasks and their activity timeline.

Fields are edited in place: click the value, change it, and it saves.

Companies

The businesses you deal with. A company record shows its contacts, its leads and its own timeline. A contact can be associated with more than one company.

Leads

Open CRM → Leads for the pipeline. A lead can arrive three ways:

• Created by hand from the Leads page
• Captured from a form on your website (see the lead capture article)
• Created by Merlin AI when you ask it to

Open a lead to see and edit its detail, and to move it through the pipeline. Leads carry their own tasks and activity timeline.

Tasks

Open CRM → Tasks for everything outstanding. A task can be attached to a contact, a lead or a company, and it also appears on that record. Mark a task complete from either place.

Activities

Every record keeps a timeline of what has happened to it. Activities are logged automatically as records change, and you can log one by hand to record a call or a meeting.

Custom fields

If the standard fields do not cover something you need to track, an administrator can define custom fields under Settings → Custom fields, choosing which record types they apply to. Once defined, they appear on those records alongside the standard fields.