CRM & Sales
Deals
Visual pipeline for your sales process
What it does
Drag-and-drop pipeline with custom stages, probabilities, weighted forecast, win/loss tracking, and per-deal automations.
Where it lives in the app
Once authenticated, the module is reachable at /deals. Activation is gated by the deals addon — owners can toggle it from Settings → Addons.
Permissions
Module access is governed by the workspace permission scheme. Owners have full access; admins and managers are granted read and write by default; users get module-specific scopes. The full permission matrix is exposed in Security.
Integrations
Every module shares the workspace's contacts, calendars, audit log, and ZI² Hybrid encryption. Cross-module integrations include: contacts auto-link to deals and emails; bookings create calendar events with attendees; invoices reference deals, contacts, and merchant accounts; documents respect organization retention policies.