Win a new client

You met someone, you have a company and a contact, and you know roughly what they need. You don't open a form — you tell Chat, in one message, and it creates the records and links them for you.

Add the company and the contact together

One line carries both. Chat resolves the company link itself, so you never look up an ID or fill a second form.

Open the deal in the same conversation

Name the value and the stage. A one-off engagement is a project-type deal; a recurring one is a retainer.

Move it forward as the conversation with the client moves

You don't drag a card to advance a deal unless you want to — you can just say what happened.

See it in context when you want to

Chat is fastest for creating and moving things. The Pipeline board is fastest for seeing everything at once — so this last step is one you take yourself, before a call or a review.