Customers & Sales: A customer workspace that fits the way you sell.
Start with a clean, intuitive home for customers and sales. Add the fields, stages and views your team uses, then change them as your process changes.
Easy to set up. Easy to shape. Easy for the team to use.
Clean and intuitive.
A clear starting point your team can pick up quickly.
Built around your process.
Use your own fields, stages and record types.
Easy to change.
Adapt the setup as the business changes.
Shape Done CRM around your business.
Your work does not have to look like a standard pipeline. Choose what to track, name it your way, and give each team a view that makes sense.
Everything your team needs, without the clutter.
Keep contact details, emails, meeting notes and next steps together, so adding context is part of the work — not another admin task.
Your stages. Your fields. Your way of working.
Name stages in the words your team uses, add fields for renewal dates or services, and switch between table, board and calendar views.
Add a new workflow when the business grows.
Create groups and record types for partnerships, projects or renewals, then link them to the same customer history.
Make it fit your business.
Start simple. Make changes as you learn. Add renewal dates, services, partners, projects or any other detail your business needs without losing the shared customer history.
Shape your first working view in four steps.
Choose the structure that makes sense today, then keep changing it as the work changes.
01
Start with Contacts, Companies or Deals
02
Add the fields that matter to your process
03
Name your stages and choose table, board or calendar
04
Save the view your team can use every day
Bring more of the sales day into the same place.
Questions about making it yours.
See your sales day in Done CRM.
See your own customer and sales process working in Done CRM — start a free trial, or book a meeting and we will walk you through it.
30-day free trial. No card needed.