CRM & Sales

Know every relationship

Shape CRM around how your team sells.

Built around crm & sales

Built around your workflow.

Organize contacts, companies, and communication history in one unified view.

Track deals through custom stages with drag-and-drop pipeline management.

Log calls, emails, meetings, and notes automatically tied to every contact and deal.

Forecast revenue, measure rep performance, and identify trends with real-time dashboards.

Custom deal stages and pipelines

Automated follow-up reminders

Email and calendar integration

Territory and lead assignment rules

Revenue forecasting and reporting

Team leaderboards and activity metrics

One account record across pipeline, delivery, service, and renewal work

Clear next actions and ownership at every stage

Forecast and account reporting grounded in current operating activity

Extend or progressively replace an incumbent CRM without losing historical context.

Connect communication and meetings to the account record.

Bring commercial, delivery, and service context into one customer view.

Mañana runs wholesale and direct on the same Path stack.

Can Path work alongside Salesforce or HubSpot?

Yes. Use Path for a focused workflow around an existing CRM, or migrate the parts of the customer lifecycle that need a more adaptable system.

Can different teams use different pipelines?

Yes. Teams can share accounts and governance while using stages, fields, and automations suited to their work.