Customer Relationship Management
CRM
A full-featured customer relationship management system designed for modern sales teams. Track every interaction, manage your pipeline, and close more deals with intelligent automation and seamless integrations.
Our CRM module is built from the ground up to help sales teams work smarter, not harder. Unlike bloated enterprise solutions that require months of setup and training, gato CRM is intuitive from day one while remaining powerful enough for complex sales operations.
Every customer interaction is tracked automatically, giving you a complete 360-degree view of each relationship. From the first touchpoint to closed-won, you'll never lose context or miss a follow-up again.
The visual pipeline lets you see exactly where every deal stands at a glance. Drag and drop deals between stages, set up automated reminders, and get AI-powered insights on which opportunities need attention.
Features
- Contact and company management with custom fields
- Visual deal pipeline with drag-and-drop
- Activity timeline tracking all interactions
- Email integration with templates and tracking
- Meeting scheduling with calendar sync
- Custom fields, tags, and segments
- Automated follow-up reminders
- Deal forecasting and reporting
- Import/export with CSV support
- Mobile-responsive interface
Benefits
- Close 40% more deals with pipeline visibility
- Save 10+ hours per week on manual data entry
- Never miss a follow-up with smart reminders
- Make data-driven decisions with real-time analytics
Use cases
- Sales teams tracking leads through qualification to close
- Account managers maintaining long-term client relationships
- Startups organizing their first 100 customers
- Agencies managing multiple client accounts
- Consultants tracking project opportunities
Technical details
- Real-time sync across all devices
- RESTful API for custom integrations
- GDPR-compliant data handling
- Role-based access controls
- Audit logging for compliance
Integrates with
CRM is wired into the rest of the gato platform — your data and context move with the work.
Frequently asked
- Can I import my existing contacts?
- Yes, CRM supports CSV import with field mapping. You can also connect to popular tools via our API.
- How does pipeline customization work?
- Create unlimited custom stages, define win probabilities, and set up automation rules for each stage transition.
- Is there a limit on contacts or deals?
- No artificial limits. The system scales with your needs.