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The CRM is inside the work.

Companies, outside people and deals live in the same place as everything else: the mail finds the person, a company’s history reads in a row, the board shows the stages.

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Every company has its story.

A company’s card puts its people, its deals and what happened in a row: a mail, a call, a meeting, a file linked to its row. The title of each shows only if you can see the source.

Deals, by stage.

The board has four numbers on top: open, in play, next close, late. A deal’s stage changes with a tap, and on the phone the board scrolls.

In detail

  • The mail finds the person.

    Add to people… puts whoever wrote to you among the outside people, with the company that comes from the address’s domain.

  • Outside people, not colleagues.

    The CRM’s people are neither members nor agents: they sit in the People table, marked “Outside”, and a single search finds them by name, domain or email.

  • Deals are a table.

    They live in a table with the “deals” function, which Fallthere offers to create, with the right columns, to whoever leads a space.

  • Also whoever wants in.

    In Hiring you find who asks to join the spaces you lead, with blind ratings: a colleague’s is read only after you submit your own.

How to use it

Five moves, from the company to the deal.

  1. Open the CRM.

    You have Companies, People and Deals, and a single search: name, domain, email.

  2. Add who you need.

    New company, New outside person or New deal. Or from a mail, with Add to people….

  3. Open the card.

    Of a company, a person or a deal: it opens at the side, with its story.

  4. Move the deal.

    On the board, the stage changes with a tap.

  5. Read the numbers.

    On top: open, in play, next close, late.

Examples

Made-up people and data.

  1. Marta, Mirto Labs

    A new deal.

    Davide Rossi writes. Marta adds him among the people, the company is born from the domain, and she creates a deal at the “In contact” stage.

  2. Marta, Mirto Labs

    A company’s story.

    Rossi’s card puts a mail, a call, a file and a meeting linked to its row in a row.

  3. Marta, Mirto Labs

    Whoever wants in.

    Three applications, and the colleagues’ ratings stay hidden. After Submit Marta sees the others.

Connects to

What you do here shows up elsewhere, without redoing it.

Coming soon

No dates: it arrives when it’s ready.

  • Pan filling in contacts, every field with its source

Frequently asked questions

Are the CRM’s people also users?

No: they are outside people. Members and agents live in People, and they do not mix.

Who sees a contact?

Whoever sees the place where its row lives, plus the access you give. On a company’s card, the title of a mail or a call shows only if you can see the source.

How do contacts arrive from the mail?

When someone writes to you, Add to people… puts them among the contacts. The text of the mail stays yours: the card shows the link.

Does Pan fill in contact data?

Not yet: it is coming, with no dates. When it is there, every field will say where it comes from.

Let’s see it together.

We show it to you live.

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