CRM (crm.empirevault.com) is where you keep track of the people and companies you do business with, and the leads, deals, and campaigns that come from those relationships. Everything in CRM is scoped to your organization, so your whole team works from the same records.
A contact can belong to a company, so activity rolls up from an individual to the organization they work for. A lead that turns into a real opportunity is promoted or converted into a deal, carrying its contact and history along with it. A campaign is built around a list of contacts, and every email it sends is tracked back to them.
Contacts are the people - clients, consumers, job applicants, and recruiting candidates. Companies group contacts under the organization they represent. See Managing Contacts and Companies for the details.
Leads capture early interest from chat, forms, and bookings; deals track a real opportunity through your pipeline once it is worth pursuing. See Working Leads and Deals and the Pipeline.
Campaigns send targeted email to your contacts, track opens and clicks, and respect unsubscribes and bounce suppression automatically. See Email Campaigns.
Email tied to your contacts and deals shows up in the shared inbox (part of the Email & Calendar tool), and lightweight tasks keep follow-up work moving (managed in Workspace) - the CRM sidebar links straight to both, and each is covered in its own article so nothing about a relationship gets lost between tools. Admins can also shape CRM to the business with Custom Fields and Automations, measure it with CRM Reporting, and plan revenue with Forecast, Quotas, and Attainment - each covered in its own article.
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