Customers
Contact and company records built automatically from your team's email.
Starter documentation. Features and account details may differ from this deployment.
Customers stays off until a team admin turns on Team CRM in Settings → CRM. Backfill existing emails builds records from mail the team already has. Start from now uses only mail that arrives after you turn it on. If you are not an admin, Customers says a team owner or admin has to enable it. Turning Team CRM off permanently deletes the team's companies, contacts, and their history.
How email fills the CRM
CRM reads the account marked Primary in Settings → Email. A second account you connect does not. Mail you send from the primary account to someone outside that account's domain creates a contact, and everyone at that domain shares one company. Mail you only receive does not create a company. Once the company exists, later mail moves Last Interaction, including replies and other people at that domain. Generic tool and vendor domains are left out.
On a team, every member's Primary account feeds the same Customers. Two people emailing someone at one company produce one company and one contact. The name saved first stays. Sync Emails controls whether teammates can open those threads. The company remains either way.
Companies and people
Companies lists every visible company, grouped by stage. Owner, Revenue, and Last Interaction are the columns. Display options can also show Stage. A new company stays at No stage until someone places it. The stages start as Lead, Demo, Customer, and Churned.
An admin changes them in Settings → CRM. Customize renames a stage, drags it into a new order, or Add one. Delete a stage and companies in it move to No stage. Reset to defaults restores the four above. New pipelines start from these stages. A pipeline you already created keeps its own.
Open a company to set Stage, Owner, and Revenue. Add property adds a field of your own. Views saves the current filters and grouping. Choose Personal or Team, then Save. Admins can Show hidden companies from Display options.
People lists contacts, with the person, their company, and when you last contacted them.
New creates a Company, a Contact, or a Pipeline. Import and Export move companies in and out of the team. On a pipeline, those actions are Import CSV and Export CSV.
Pipelines
A pipeline is a database that lives in Customers. It tracks companies or contacts through stages you name, and Board is a view of that table: one column per stage, and a card you drag to move. Pipelines do not appear in Drive.
A sales pipeline moves companies from a first conversation to a demo to a customer. A hiring pipeline moves contacts through interview stages. A renewal pipeline tracks customers coming up for another term. A partnerships pipeline tracks organizations you are evaluating. The same company or contact can sit in more than one pipeline.
Pipelines in the sidebar lists the ones you can open. New pipeline sets the name, whether it tracks Companies or Contacts, and Share with my team. Create pipeline adds it. Add deal adds a company. Add contact adds a person. Table is the other layout. Cells, columns, and views work the same way as in a database.
Privacy
A company is on the team's lists when Visible in CRM is checked. An admin unchecks it to hide the company, and its contacts, from lists and search. Admins can show hidden companies again.
Sync Emails starts on. Everyone on the team can then read the team's email with that company. Turn it off and those threads stay with the people on them. Only an admin can change Visible in CRM or Sync Emails. Hiding a company also turns Sync Emails off.
@mentioning a company or contact does not share it. See Mentions.
A pipeline starts private. Check Share with my team to share it when you create it. Later, the owner uses Share and sets Team access to Can edit, or to No team access to keep it private.
Discussions
Every company and contact has a discussion for notes that should stay on the record. @mention a teammate and they get a notification.
You can also work with the CRM through Mosaic's MCP server. Connect it in Settings → MCP server.