CRM & Pipeline
Manage contacts, companies, deals, and proposals in one place. Track relationships, pipeline stages, and revenue forecasts without spreadsheets or disconnected tools.
What's inside CRM & Pipeline
Contacts
People and companies you do business with. Custom fields, tags, segments, and complete interaction history.
Deals
Visual pipeline with stages, values, close dates, and probability. Track revenue from first touch to signed contract.
Proposals
Create, send, and track proposals. Line items, terms, acceptance signatures, and conversion to invoice.
Signatures
Digital signature requests. Track document status, expiry, and completion.
Shared Data
CRM & Pipeline shares data with every other app in 90mod. A contact in CRM is the same contact in Support. An invoice references the same project. No sync required.
Role-Based Access
Control who can see and do what within CRM & Pipeline. Owner, admin, manager, and member roles with record-level security.
AI-Powered
Mod AI understands CRM & Pipeline data. Ask questions, get recommendations, draft content - all within context of your business.
Ready to see CRM & Pipeline in action?
CRM & Pipeline is part of 90mod — the managed business operating system. One system, one bill, one team that keeps it running.
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