Sales CRM - leads, contacts, accounts, deals, pipelines, activities, with AI lead scoring + email composer + call summaries
CRM brings Sales CRM - leads, contacts, accounts, deals, pipelines, activities, with AI lead scoring + email composer + call summaries Modules: Leads, Contacts, Companies, Deals, Pipelines, Activities, Templates, Reports, Forecast, Audit log. Operational coverage: View contacts, Create contacts, Update contacts, Delete contacts, Bulk import contacts, View accounts, Create accounts, Update accounts, Delete accounts, View leads. Built by Mash Labs as a first-party app package (Mash\Apps\Crm).
Manage leads with Mash-native permissions, auditability, and reusable UI patterns.
Manage contacts with Mash-native permissions, auditability, and reusable UI patterns.
Manage companies with Mash-native permissions, auditability, and reusable UI patterns.
Manage deals with Mash-native permissions, auditability, and reusable UI patterns.
Manage pipelines with Mash-native permissions, auditability, and reusable UI patterns.
Manage activities with Mash-native permissions, auditability, and reusable UI patterns.
Quotations + sales orders - RFQ-to-order CPQ engine with AI line-item parsing, discount/margin policies, customer portal, and quote -> order -> ful...
Subscription billing & recurring revenue - plans, trials, proration, dunning, MRR/ARR, churn cohorting, customer portal, AI churn-risk + AI dunning...
Generic approval workflow platform - sequential / parallel / any-of / majority routing, conditional rules DSL, escalations, SLA timers, mobile-firs...
Double-entry accounting & general ledger - multi-company, multi-currency, FX revaluation, tax codes, bank reconciliation, fixed assets, period clos...
Every plan includes the Mash core integration. No setup fees, no per-seat surprises.
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