Your CRM is here: Companies and a visual Deals pipeline

Until now, FirstSales was where you ran outreach. The moment a prospect replied, the actual work of tracking that relationship happened somewhere else, usually a separate CRM you paid for and copied data into by hand. That gap is closed. FirstSales now includes a CRM, built into the same app your campaigns already run in, so the prospect you emailed on Monday and the deal you're forecasting on Friday are the same record in the same place.

Three new areas anchor it: Companies, Deals, and a per-contact view we call Contact 360. Together they turn your contact list into something you can actually sell from.

New

Your CRM is here: Companies and a visual Deals pipeline

What changed

Companies

Every contact belongs to a company, so FirstSales now keeps a Companies directory and groups your contacts under the organizations they work at. Open Companies from the left sidebar and you get a sortable table of every company in your workspace. Click into one to see its record and the people attached to it. You can create a company by hand, and bulk-select to clean up ones you don't need. If you already had contacts before this launch, they've been organized into company records for you. There's no import step to run.

New

Your CRM is here: Companies and a visual Deals pipeline

Deals and the pipeline

Deals is where opportunities live. Open it from the sidebar and you land on a Board, a kanban view with a column per pipeline stage and a card per deal. Drag a card from one stage to the next as the deal progresses. The move is the update. Prefer something denser? Switch to the List tab. Want the number your manager asks for? The Forecast tab gives you weighted expected revenue, broken down by pipeline and by currency.

Creating a deal is a single modal: pick the contact, set a value and currency, choose the stage, set an expected close date, and assign an owner. When a deal closes, open it and mark it Won, or Lost with an optional reason that stays visible on the deal so you remember why. You can tag deals with your own colored labels, which show right on the kanban cards, with a +N chip when there are more than fit.

The pipeline itself is yours to shape. Use the switcher at the top of the Deals page to move between pipelines or create a new one: name it, define its stages, done. To change one later, open Edit pipeline to rename it, or add, rename, reorder, and remove stages. Here's the part that usually goes wrong in other tools and doesn't here. If you remove a stage that still has deals sitting in it, FirstSales stops and asks you to pick a destination stage, then moves those deals over. No deal is ever silently dropped on the floor. You can delete a whole pipeline too, as long as it isn't your last one and no deals still depend on it, in which case you'll get told what to move first.

One place per contact, and replies that become deals

Every contact now has a full page, Contact 360, with an activity timeline that pulls your outreach and your manual logging into one feed: sends, opens, clicks, replies, plus the calls, notes, meetings, and tasks you log yourself. There's a lot more to it, which is why it has its own writeup.

Your Inbox grew up alongside the CRM. It now has ownership views, Mine, Unassigned, and Team, so a shared inbox stops being a free-for-all. You can assign a thread to a teammate, set its visibility, and reply with a proper composer. And when a prospect replies to a campaign, you'll see a Create deal from reply action right on the thread. One click turns a positive reply into a deal linked back to that conversation.

How to use it

1. Open Deals from the left sidebar. Pick a pipeline in the switcher, or create one and lay out your stages.
2. Click Create deal, choose the contact, set the value and currency, pick a stage and expected close date, assign an owner, and save.
3. Work the Board: drag cards between stages as things move. Add colored labels to group deals however you think about them.
4. When a deal resolves, open it and mark it Won, or Lost with a reason.
5. Check the Forecast tab for weighted expected revenue across your pipelines.
6. Browse Companies from the sidebar to see your contacts grouped by organization.
7. In the Inbox, use Mine, Unassigned, and Team to divide the load, and click Create deal from reply when a prospect bites.

One note on where this sits. Deals carries a Beta badge for now. It's live and ready to use. The badge is our way of saying we're actively shaping it with real usage, and your feedback moves it.

Why it matters

Outreach and CRM being two different products is a tax you've been paying without noticing. Every reply is a little copy-paste, every deal a fresh record in a second system, every forecast a spreadsheet you rebuild. When the tool that sends the email is also the tool that tracks the deal, that tax disappears. The reply that came in is already attached to the contact. The contact is already grouped under their company. The deal you create from that reply already knows which conversation started it.

That continuity is the point. You spend less time keeping two systems in sync and more time actually moving deals forward, and because it's all one workspace, the history behind a deal is never more than a click away. This is the foundation. Contact 360 and Deal 360, duplicate merging, scheduled activities, file attachments, and typed custom fields all build on top of it.