One place to manage every sales relationship.

Start your day

1. Open Sales Workspace.
2. Finish overdue and due-today tasks.
3. Add a dated next action to every active opportunity.
4. Qualify new inquiries only after discovery confirms a real need and likely budget.

Find and update records

• People are individual contacts.
• Companies group contacts and account history.
• Opportunities hold active, qualified deals.
• Tasks, notes, and activities preserve the next step and relationship context.

Use the pipeline consistently

Move a deal when the real customer conversation changes—not to make a dashboard look better.

Google Workspace

Use your Banetti Google identity to sign in. Calendar activity can be connected from account settings. Keep proposals and working documents in the shared Sales/CRM Drive structure, then save the same-origin document URL on the appropriate CRM record.

AI sales planning

The Sales Plan wizard uses aggregate CRM metrics and Todd’s planning answers to recommend targets. It does not publish automatically. A planner or administrator must review every number and explicitly publish the plan.

Imports and data quality

Deterministic contacts enter the live CRM. Ambiguous identities and conflicts stay in Import Candidates until reviewed. Never create a second record when a current email, LinkedIn URL, or unambiguous company domain already matches.