Contact management
Organize contacts, companies, and communication history in one unified view.
Solutions / By workCRM & Sales
Know every relationship
Manage contacts, deals, and forecasts in your own workflow.
Built around crm & sales
01Contact management
02Deal pipeline
03Activity tracking
04Sales reporting
A workflow shaped like the business
Connect records, automation, approvals, and reporting without forcing the work into a generic template.
Deal pipeline
Track deals through custom stages with drag-and-drop pipeline management.
Activity tracking
Log calls, emails, meetings, and notes automatically tied to every contact and deal.
Sales reporting
Forecast revenue, measure rep performance, and identify trends with real-time dashboards.
Make the work visible
Turn exceptions, handoffs, and decisions into clear operating rules the whole company can see.
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
Start focused. Extend without rebuilding.
01
Model the records
Define the records and roles behind crm & sales.
02
Ship the workflow
Launch a focused app and refine the handoffs.
03
Automate the exceptions
Add reporting, approvals, and integrations.
Run crm & sales on Path
Start building now, or work with Path to shape the system around your operation.