CRM
Leads, pipeline, follow-ups, and customer history.
Track customers and leads through your sales pipeline with follow-ups, tasks, and opportunities. CRM keeps a full history of customer interactions and is entirely optional.
$119 / month
CRM is optional — the operations platform does not require it.
What's included
Everything in CRM
- Customer and lead records
- Sales pipeline
- Follow-ups
- Tasks
- Opportunities
- Customer history
Who it's for
Ideal for teams that need CRM
Sales teams managing a pipeline
Businesses tracking follow-ups and opportunities
Teams that want customer history in one place
Save more with multiple modules. Add CRM to your other Rouvant modules and your automatic discount grows — up to 20% off module subscriptions.
Works well with
Related modules
Accounting
Financial statements, reconciliation, and journal entries from your operating data.
FAQ
CRM questions
Is CRM required?
No. CRM is optional and is not required to use the rest of Rouvant.