A cost calculator for the whole team, a migration checklist and a plain-English glossary.
Yearly cost for your whole team on the entry paid plan.
The terms every vendor uses and what they actually mean.
The sequence of stages a deal moves through, from first contact to closed won or lost. Most CRMs let you build several pipelines for different products or teams.
A lead is an unqualified person or company; once qualified it becomes a contact (person) and an account (company) with deals attached.
Rules that run when something happens in the CRM: assign a rep when a lead comes in, send an email when a deal stalls, create a task after a call.
A scheduled series of emails, calls and tasks sent to a contact over days or weeks, usually paused automatically when they reply.
A number that ranks leads by fit and engagement so reps work the hottest ones first. Can be rule-based or predicted by AI.
Projecting revenue from the deals in the pipeline, weighted by stage probability or by rep commitment.
One paid user license. Most CRM pricing is per seat per month, billed annually; watch for minimum seat counts.
A connection between the CRM and another tool (email, calendar, accounting, support desk) so data flows without copy-paste.