CRM

Logging activities: calls, emails, meetings

Keeping the history of a relationship where the next person can find it.

Using the deal pipeline (Kanban board)

The six stages, what moves a deal between them, and reading the board honestly.

Sales reports and forecasting

What the numbers can tell you, and what makes them untrustworthy.

Team roles and access control

Giving people the access their job needs, and nothing wider.

Adding leads and contacts

Recording an enquiry, keeping it findable, and converting it when it turns real.

Managing support tickets

Statuses, priorities, and keeping a queue that reflects reality.