> ## Documentation Index
> Fetch the complete documentation index at: https://docs.horizonmanaged.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM

> The system of record for the companies and people you sell to and support — accounts, contacts, pipeline, activities, and AI lead capture

The CRM is where NEXOS CORE tracks the companies and people you sell to and
support. Each client gets a 360° account view — contacts, tickets, quotes,
invoices, RMM agents, contracts, and compliance in one place — plus a
customizable deal pipeline, an activity log of every touchpoint, email
campaigns, and AI that turns a sales-call transcript into ready-to-save records.

## When to use it

* Manage client and prospect records with full account context.
* Track and forecast sales opportunities through a weighted pipeline.
* Log and filter customer touchpoints (calls, meetings, follow-ups, QBRs).
* Capture a new lead from a call transcript without manual data entry.

## Accounts and contacts

Open clients at `/crm/clients` and contacts at `/crm/contacts`. Client lists
filter by search, lifecycle, industry, tag, and type; each client opens to a 360°
dashboard. Contacts support types (primary, billing, technical, decision-maker,
c-suite), channel preferences, and opt-outs.

## Deal pipeline

The pipeline (`/crm/pipeline`) groups deals by **stage**. Stages are yours to
define — sort order, color, win-probability %, and won/lost flags. Each deal
carries value, recurring value, owner, expected close date, source, and an
optional linked quote. The board shows each stage's total **and a weighted value**
(deal value × win-probability). Moving a deal into a won or lost stage
auto-stamps the close date.

## Activity log

Log calls, meetings, emails, follow-ups, and more (`/crm/activities`), with
dynamic filtering and complete/follow-up tracking — so every client interaction
is on the record.

## Email campaigns

Draft, schedule, and track campaigns to your contacts (`/crm/campaigns`) with
open, click, and bounce stats.

<Note>
  Campaign **send** currently records the send and its stats; outbound email
  delivery integration is limited today — treat campaigns as planning and
  tracking until delivery is fully wired.
</Note>

## AI lead capture

From a raw sales-call transcript, NEXOS CORE extracts ready-to-save records:

<Steps>
  <Step title="Paste or upload the transcript">
    Paste text or upload a `.txt`/`.md` file (up to 10 MB) — surfaced as "New
    lead from transcript" in the NexusIQ Sales Workspace.
  </Step>

  <Step title="AI extracts the details">
    Claude returns contact details, the interaction summary and outcome, key pain
    points, suggested next steps with a follow-up date, and sales opportunities.
  </Step>

  <Step title="Review, then save">
    Nothing is written until you confirm — on save it creates the contact, logs
    the activity, and optionally opens a deal.
  </Step>
</Steps>

<Note>
  Lead analysis is **preview-only** (nothing persists until you confirm) and
  needs your tenant's Claude API key in Settings → Integrations. Only `.txt`/`.md`
  uploads are accepted.
</Note>