Built-in CRM
Leads, deals and follow-ups in one place.
Updated
StriderWhat Built-in CRM is.
Leads and deals by stage, with calls, emails and notes logged, and leads created from email.
- Track leads and deals by stage.
- Log calls, emails and notes.
- Create a lead straight from an email.
Step by step.
Steps marked Rolling out are not available for every account yet.
- Step 1
Track leads and deals by stage.
- Step 2
Log calls, emails and notes.
- Step 3
Create a lead straight from an email.
What it works with.
Runs inside your Axiom Helm workspace. No outside account is needed.
Who does the work.
Actions that need your approval wait for you, whichever agent prepares them.
- StriderWorks leads, deals and follow-ups.
Built-in CRM questions
Questions & answers
What to know about Axiom Helm.
Leads, deals and follow-ups in one place. Track leads and deals by stage. Log calls, emails and notes. Create a lead straight from an email.
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