Skip to main content
What can we help you with?
Audience: Customer
Module: CRM
Time to read: 4 minutes
Applies to: All plans
Quick answer
CRM connects demand, delivery, and revenue into one flow.
CRM → Marketing
Marketing generates leads. CRM tracks conversion.
CRM → Projects
Won deals often trigger projects for delivery.
CRM → Finance
CRM data informs:
• Invoicing
• Revenue forecasts
• Cash flow planning
Best practice
Revenue should flow seamlessly from enquiry to delivery to invoice.
Related articles
• How do I track deals and probabilities?
• How does Finance use CRM data?