CRM
CRM that stays connected to delivery and billing
AlphaClone CRM links contacts, pipeline stages, tasks, and revenue context so sales handoffs do not start from a blank spreadsheet.
Workflow
How CRM works in AlphaClone
Each step keeps context on the same client record, so teams can move from interest to delivery without rebuilding the story in another tool.
Capture a lead
Log inbound interest with source and next step attached to the person.
Record communication
Keep notes and follow-ups on the same record your team already uses.
Convert to a customer
Move the deal forward without re-entering details into another tool.
Link to delivery
Open a project from the won deal so delivery inherits context.
Produce an invoice
Raise billing from the same client record when work is ready to charge.
Review history
See relationship activity without hunting across inboxes and boards.
Audience
Built for the teams who feel the handoffs
Founders and service teams who need pipeline clarity without a separate CRM subscription.
Scenario
Use CRM when the next step depends on shared context: who the customer is, what they asked for, what was promised, and what still needs to happen.
Connections
Related AlphaClone modules
Product pages are connected because the operating workflow is connected.
Ready to try CRM in a connected workspace?
Start a 14-day trial or book a walkthrough using a real AlphaClone workflow.