AI Acquisition
CRM

CRM Overview

The Acquisity CRM helps you manage your entire sales process from prospecting to close. Access all six of the CRM tabs at the top of the CRM area to organize contacts, track deals, schedule appointments, and stay on top of tasks.

Getting to Your CRM

Click the CRM icon in your sidebar to open the CRM area. You'll see all six tabs at the top of the page. Each tab focuses on a different aspect of your sales workflow, and they all work together to give you a complete view of your pipeline.

All CRM tabs are interconnected—link People and Companies to Deals, schedule Appointments from contact records, and create Tasks directly from any entity.

The Six CRM Tabs

Deals

Your Deals tab displays a kanban-style sales pipeline where you can visualize opportunities at every stage. Create deals and link them to contacts or companies, then drag and drop cards to update their stage as they progress through your pipeline.

Key features:

  • Drag-and-drop kanban board with customizable stages (New, In Progress, Qualified, Won, Closed)

  • Multiple pipelines available for different outreach types and sales processes

  • Link deals to People and Companies for full context

  • View deal timelines showing all related activities, notes, and appointments

  • Track pipeline value and stage progression

Appointments

The Appointments tab lets you schedule and manage all your customer meetings in one place. Switch between calendar views (Day, Week, Month) or use list view to see upcoming appointments.

Key features:

  • Calendar and list views with daily, weekly, and monthly options

  • Link appointments to People, Companies, or Deals

  • Set call types (Discovery Call, Demo, Follow-up) for better organization

  • Sync with Google Calendar or Outlook for unified scheduling

  • Add descriptions and notes to each appointment

Connect your email and calendar in Settings to enable automatic syncing and avoid double-booking.

People

The People tab is your centralized contact database. Add individual contacts manually or import them via CSV, then view their complete interaction history including linked deals, tasks, and notes.

Key features:

  • Searchable table with contact details (name, email, phone, company, tags)

  • Import contacts via CSV for bulk uploads

  • Link contacts to Companies and Deals

  • View contact timelines showing all related activities and last interaction date

  • Bulk actions for merging duplicates or adding multiple contacts to deals

Companies

The Companies tab works similarly to People but focuses on organizational accounts. Track company details, industry information, and revenue data while managing all contacts associated with each account.

Key features:

  • Company profiles with industry, employees, and custom descriptions

  • Import companies via CSV

  • Link multiple People to each Company

  • Associate Companies with Deals for account-based selling

Best practice: Start by adding your Companies, then add People and link them to their organizations for a complete account view.

Tasks

The Tasks tab keeps you organized with actionable to-dos. Create tasks, then track completion across your entire pipeline.

Key features:

  • List view for task management

  • Link tasks to Deals, People, or Companies

  • Set due dates and assign tasks to team members

  • Mark tasks complete with a single click

Notes

The Notes tab provides free-form logging for call summaries, meeting notes, and important updates. Attach notes to any entity (Deal, Person, Company) and view them in timeline order on detail pages.

Key features:

  • Free-form text entry for flexible note-taking

  • Attach notes to specific entities for context

  • Searchable note history across all records

Common CRM Workflows

From Prospect to Close

Here's a typical workflow using all six tabs together:

  1. Import contacts - Add People and Companies via CSV or manual entry in their respective tabs

  2. Create deals - Link new Deals to the imported contacts to start tracking opportunities

  3. Schedule appointments - Book Discovery Calls or Demos in the Appointments tab and link them to the Deal

  4. Log activity - After each call, add Notes summarizing the conversation and create follow-up Tasks

  5. Move to close - Drag the Deal through pipeline stages until it reaches final "Won" or "Lost" statuses

Daily Pipeline Management

Use the CRM tabs together for efficient daily workflow:

  • Check Tasks to see what needs attention today

  • Review Appointments for upcoming meetings and prepare context by checking linked People/Companies

  • Update Deals by dragging cards to new stages after calls or follow-ups

  • Add Notes throughout the day to capture important details while they're fresh

Next Steps

Now that you understand how the six CRM tabs work together, explore related features:

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