# Path

CRM & Sales

# Know every relationship

Shape CRM around how your team sells.

[Get started](https://console.path.dev/signup)[Talk to us](https://path.dev/contact-sales)

![CRM & Sales operations workflow](/brand-imagery/v2-client-collaboration.webp)

Built around crm & sales

## Built around your workflow.

01

### Contact management

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

02

### Deal pipeline

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

03

### Activity tracking

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

04

### Sales reporting

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

## Make the work visible

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

## What you can improve

01

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

02

Clear next actions and ownership at every stage

03

Forecast and account reporting grounded in current operating activity

## Works with your stack

[01

### Existing CRM

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

](https://path.dev/platform/connectors)[02

### Email and calendar

Connect communication and meetings to the account record.

](https://path.dev/platform/connectors)[03

### Finance and service systems

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

](https://path.dev/platform/connectors)

## Built with Path.

[

Surf & lifestyle apparel

### Mañana

Mañana runs wholesale and direct on the same Path stack.

](https://path.dev/customers/manana)

## A few common questions

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.

## What else runs on Path

[01Site Selection & Location StrategyCompare markets, sites, diligence, and approvals in one system.](https://path.dev/solutions/workflows/site-selection-location-strategy)[02Due Diligence & TransactionsCoordinate requests, findings, decisions, and closing work.](https://path.dev/solutions/workflows/due-diligence-transactions)[03Property ManagementRun daily property operations.](https://path.dev/solutions/workflows/property-management)[04Investment ManagementConnect capital, investors, accounting, and debt.](https://path.dev/solutions/workflows/investment-management)

## Run crm & sales on Path

[Get started](https://console.path.dev/signup)[Talk to us](https://path.dev/contact-sales)

Source: https://path.dev/solutions/workflows/crm