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Platform overview for sales

Pragma bundles channels, pipeline, and daily planning into a few views. This overview matches the sales UX: Inbox β†’ lead drawer β†’ Pipeline / Today.

Three core areas​

AreaPurpose
Lead InboxNew messages and unqualified contacts β€” create leads here
PipelineKanban by stage β€” overview of all active deals
TodayDaily focus β€” attention list, calls, follow-ups, and NBA suggestions

Also: CRM Workspace for contact and company master data with Relationship Intelligence.

Typical daily flow​

  1. Morning: Open Today β†’ work through the attention list and β€œcall today”.
  2. New messages: Lead Inbox β†’ open message β†’ create or assign a lead (Create a lead).
  3. Qualification: Lead drawer β†’ check fields, set stage, plan next action.
  4. Afternoon: Pipeline β†’ move cards, filter stagnant leads (Manage leads).
  • Sidebar: switch between Inbox, Pipeline, Today, and CRM Workspace.
  • Lead drawer: opens from any card or row β€” same fields, timeline, and CRM tab.
  • Help (?): product video, these best practices, and AI assistant in one drawer.

Which view when?​

  • Many new contacts β†’ Inbox + Smart Lists
  • Deal progress as a team β†’ Pipeline + team comments
  • Daily prioritization β†’ Today + NBA badges
  • Master data & RI columns β†’ CRM Workspace

Pipeline details: Pipeline & Kanban.