Keep the catalogue, the order and the revenue inside the CRM instead of a separate spreadsheet, so every sale sits on the customer record it belongs to.
Products, nested categories and variants, with the price and SKU where everyone can find them.
Line items, discount and tax add up to a total nobody has to recompute by hand.
Purchase history is part of the relationship, not a separate system.
The numbers a sales meeting asks for are already on the page.
Not necessarily. The catalogue is optional, and plenty of workspaces track deals and invoices without ever adding a product. If you do sell items, the catalogue is what turns a deal into an order with the right prices on it.
The order records what the customer bought and what it came to; the invoice is the document you issue and collect against. Orders feed the revenue analytics, invoices feed receivables and cash flow, and both hang off the same customer.
Yes. Add variants under the product, each with its own SKU and price, by size, colour, model or any attribute you define. Order line items point at the variant, so the analytics keep them apart.
The modules teams usually reach for alongside this one, and the industries that lean on it hardest.
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