CRM

What the Home says, checked against the app — 13 backed · 9 partly · 1 not yet · 1 not verified

• Backed by the appThe AI Prospector searches for prospects matching a description, drafts each contact and a first email from templates, and adds nobody to the list until a person confirms them.
• Backed by the appEach division's mailbox arrives in a shared inbox assigned to the people who answer it.
• Partly liveAn inbox message can be turned into a task, linked to its invoice, and printed as a letter.Why: While an email can be turned into a task and printed, linking it to an invoice is only implemented for automated flows processing specific payment emails, not as a general feature available from the inbox UI.
• Partly liveFlows turn a kind of email into its answer using templates, waits and next steps, run by the platform with every run recorded in the Ledger.Why: Template/wait/next-step runs and email-matched flows recorded in the Ledger are separate systems, and flowRunner's runs are not shown being written to the Ledger.
• Backed by the appAI can diagnose a misbehaving email and build the flow that fixes it and similar future messages.
• Partly liveSubscriptions lists every newsletter that writes in, with one decision each: keep it, or archive existing and future messages.Why: Archiving existing mail is implemented, but archiving future mail relies on the inbound function reading the decision, and that code is not shown.
• Backed by the appThe Ledger shows every automated run in one list, each with its next step.
• Backed by the appSelf-Guided Leads shows people who tried AppSite from the website on a board grouped by the step they reached.
• Backed by the appTasks are work items assigned to a person with a history of what was done.
• Partly liveAn email to a shared inbox, a website sign-up, or an AI-found prospect each becomes a single contact.Why: While contacts created from AI prospecting and website sign-ups are deduplicated, the manual 'Create Contact' feature for a generic email does not perform a check, potentially creating duplicates.
• Backed by the appFollow-up tasks are assigned, answered from the inbox, kept in History, and a flow sends the follow-up on schedule.
• Partly liveDeals are the proposals written in Service that customers answer in their Portal.Why: CRM only reads and displays the deals; the code that writes them in Service and records the customer's answer in Portal is not shown.
• Partly liveThe same contact record is used by Sales, Service work orders, Invoice billing and Portal sign-in, with conversations and proposals beside it.Why: A shared contact collection exists, but its use by Service, Invoice and Portal sign-in, and the conversations/proposals beside it, are not shown.
• Partly liveCRM shares the same contacts with Service, Invoice, the Portal and Podcast.Why: Other modules reading the same contacts is not shown here.
• Backed by the appCRM manages contacts, companies and leads.
• Backed by the appCRM tracks pipeline and record ownership.
• Backed by the appCRM keeps communication history per customer.
• Partly liveCRM provides follow-up reminders.Why: Due dates and scheduled follow-ups exist, but no reminder notification to staff is shown.
• Backed by the appCRM includes email mailboxes, a built-in mail client, with admin surfaces controlling mailbox access.
• Backed by the appCRM uses the same tenant identity, permissions and shared records as the rest of AppSite.
• Partly liveIn the Desk, CRM runs in a pane with a second module beside it, exposing contacts, shared inboxes, tasks, flows and deals.Why: CRM can work as a Desk pane, but the Desk host is not shown and the inbox, tasks and flows pages were not read.
• On the wayCRM comes with every AppSite workspace, and picking an industry shows the modules recommended for it.Why: No shown code includes CRM in every workspace or recommends modules by industry.
• Not checked yetTwo CRM courses are included free and open in Training.Why: This is content, not code: it concerns specific courses and their count.
• Backed by the appThe three-level AppSite Developer Certificate is available only with the Enterprise or Creator plan.