WeldCRM

WeldCRM is your workspace CRM — people, companies, deals, tasks, and email sequences in one place.

What you can do

• Contacts — store people with email, phone, company, and custom fields
• Companies — organize accounts with related contacts and activity
• Deals — track opportunities through customizable pipelines
• Tasks — personal to-dos and follow-ups tied to records
• Lists — saved views and segments in the module sidebar
• Sequences — automated email drips for outreach

Open any contact or company from a list to see details in a side panel — notes, emails, calls, meetings, and related deals stay on one screen.

Common workflows

Tips

• Use filters and groups on list pages to focus on active leads or stale deals.
• Log notes on a record after every call so teammates see context.
• Connect WeldMail so email threads appear on contact timelines.

Next steps

• Manage contacts
• Work a sales pipeline