> ## Documentation Index
> Fetch the complete documentation index at: https://dronelist.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM

> Manage your sales pipeline, track accounts, contacts, and deals

# Customer Relationship Management

The CRM in dronelist.io gives your team a complete view of your sales pipeline — from first contact to closed deal. Track accounts, manage contacts, log interactions, and move deals through your pipeline.

## Accounts

Accounts represent the companies and clients your organization works with. Every contact, deal, and interaction ties back to an account.

### Creating an account

Navigate to **CRM > Accounts** and click **New Account**. Fill in the key details:

| Field             | Description                                    |
| ----------------- | ---------------------------------------------- |
| **Name**          | Company or client name                         |
| **Status**        | Current relationship stage                     |
| **Priority**      | How important this account is to your business |
| **Lead source**   | Where this account came from                   |
| **Website**       | Company website                                |
| **Email / Phone** | Primary contact information                    |
| **Address**       | Physical location                              |

### Account statuses

Accounts move through these stages as the relationship develops:

| Status       | When to use                                                         |
| ------------ | ------------------------------------------------------------------- |
| **Lead**     | Initial contact — someone who's shown interest but hasn't committed |
| **Prospect** | Qualified lead — you've had meaningful conversations                |
| **Client**   | Active customer — they've signed a deal or are working with you     |
| **Inactive** | Former client or dormant lead — no current activity                 |

### Account detail view

Click any account to see its full profile with four tabs:

* **Details** — Company information, priority, lead source, and metadata
* **Contacts** — People at this company you're working with
* **Deals** — Sales opportunities linked to this account
* **Activity** — Timeline of all interactions (calls, emails, meetings, notes)

***

## Contacts

Contacts are the people within your accounts — the decision makers, champions, and technical contacts you interact with.

### Contact roles

Assign roles to clarify each contact's influence in the buying process:

| Role                  | Description                                  |
| --------------------- | -------------------------------------------- |
| **Decision Maker**    | Has final authority to approve or reject     |
| **Champion**          | Internal advocate who supports your solution |
| **Economic Buyer**    | Controls the budget                          |
| **Technical Buyer**   | Evaluates technical fit                      |
| **Blocker**           | May oppose or delay the decision             |
| **Primary Contact**   | Your main day-to-day point of contact        |
| **Technical Contact** | Handles technical questions and integration  |
| **Financial Contact** | Manages invoicing and payment                |
| **Other**             | Doesn't fit the above categories             |

### Communication preferences

Each contact can specify their preferred communication channel: **Email**, **Phone**, or **Text**. This helps your team reach out through the right channel.

### Cross-account view

Go to **CRM > Contacts** to see all contacts across every account in one list. Useful when you need to find someone without knowing which account they belong to.

***

## Deals

Deals represent sales opportunities moving through your pipeline. Track value, probability, expected close dates, and assign owners from your team.

### Deal pipeline

Deals flow through four stages:

<Steps>
  <Step title="Lead">
    A new opportunity has been identified. You're exploring whether there's a fit.
  </Step>

  <Step title="In Progress">
    Active negotiation — you're working on proposals, pricing, or scoping.
  </Step>

  <Step title="Won">
    The deal closed successfully. Time to kick off the project.
  </Step>

  <Step title="Lost">
    The deal didn't work out. Record the reason to learn from it.
  </Step>
</Steps>

### Kanban view

The default deal view is a **Kanban board** — drag and drop deals between the **Lead** and **In Progress** columns. Won and Lost deals move to their own sections automatically.

Switch to **Table view** for a spreadsheet-style layout when you need to sort, filter, or compare deals side by side.

### Deal properties

| Property                | Description                                       |
| ----------------------- | ------------------------------------------------- |
| **Name**                | What you're calling this opportunity              |
| **Account**             | The client account this deal is for               |
| **Value**               | Estimated deal value in USD                       |
| **Win probability**     | Your confidence level (0–100%)                    |
| **Expected close date** | When you expect this to close                     |
| **Owner**               | Team member responsible for this deal             |
| **Description**         | Context, notes, and details about the opportunity |

### Loss reasons

When marking a deal as **Lost**, you're asked to record why. This data helps you identify patterns and improve your win rate over time:

* Price
* Competition
* Timing
* Budget
* Requirements Changed
* No Response
* Other

### Stage history

Every stage transition is tracked automatically. Open any deal to see the full audit trail — when it moved between stages, and who made the change.

***

## Interactions

Interactions are your activity log — every call, email, meeting, and note gets recorded against an account, deal, or contact.

### Interaction types

| Type          | Use for                                      |
| ------------- | -------------------------------------------- |
| **Note**      | Internal observations, reminders, or context |
| **Call**      | Phone conversations — log what was discussed |
| **Email**     | Email exchanges worth recording              |
| **Meeting**   | In-person or video meetings                  |
| **Follow-up** | Scheduled next steps with a date             |

### Logging interactions

You can log interactions from three places:

1. **Account detail page** — Activity tab
2. **Deal detail page** — Activity section
3. **Contact detail page** — Interaction history

Each interaction records who created it and when, building a complete timeline of your relationship with each account.

### Follow-up scheduling

When creating a **Follow-up** interaction, you can set a follow-up date. This helps your team stay on top of next steps without relying on memory.

***

## Proposals & deals

Deals integrate with the [Proposals](/docs/features/proposals) feature. When a proposal is accepted, it can automatically create or link to a deal. From any deal's detail page, you can see associated proposals in the **Proposals** tab.

This creates a natural flow:

```
Account → Deal → Proposal → Invoice → Project
```

***

## Tips

<AccordionGroup>
  <Accordion title="Use priorities to focus your team">
    Set account priorities to **High**, **Medium**, or **Low**. This helps your team focus effort on the accounts that matter most.
  </Accordion>

  <Accordion title="Track lead sources for marketing insights">
    Consistently recording lead sources (Website, Referral, Event, etc.) helps you understand which channels bring in the best clients.
  </Accordion>

  <Accordion title="Log interactions as they happen">
    The best CRM data is current. Get in the habit of logging calls and meetings right after they happen, while details are fresh.
  </Accordion>

  <Accordion title="Use the Kanban board in team meetings">
    The pipeline Kanban view is ideal for weekly sales stand-ups — review what's in progress, what needs attention, and celebrate wins.
  </Accordion>
</AccordionGroup>