# AOZO CRM overview

> What AOZO CRM does, how it is laid out and how it connects to the rest of AOZO.

Canonical page: https://aozo.in/docs/crm/overview
Last updated: 2026-11-12
Product: AOZO CRM
Section: Overview

AOZO CRM captures your leads, scores them and moves deals through your pipeline. It uses the same customer records as Helpdesk and Accounting, so nothing is copied twice.

![The AOZO CRM Home page showing the Sales Command Center and key numbers](https://aozo.in/images/docs/cover-crm.webp)

## What is inside

| Menu | What it is for |
| --- | --- |
| Home | The Sales Command Center: pipeline value, closed revenue, win rate and average deal size |
| Leads | Every lead with its status, source, score and expected value |
| Contacts and Accounts | The people and companies you sell to |
| Deals | Your pipeline as a Kanban board or a list |
| Tasks | Follow-ups for you and your team |
| Billing | Quotations, proposals, invoices and your product catalogue |
| Insights | Reports on how sales are going |
| Automation | Workflows that run routine steps on their own |
| Setup | Your CRM settings |

## Connected to the rest of AOZO

- Support tickets in Helpdesk sit next to the customer’s deal.
- A closed deal turns into a GST invoice in Accounting.
- Search any customer, ticket or invoice with ⌘K.
- Chat about a deal in Hubble.

## Where to start

1. Capture or import your leads.
2. Move the promising ones into your deals pipeline.
3. Set up a workflow so new leads are assigned automatically.
4. Check the Home dashboard every morning.