## What Is the Voxys Connect CRM?

Voxys Connect includes a built-in CRM (Customer Relationship Management) system that brings contacts, companies, leads, and deals together in one place — directly alongside your conversations.

You do not need an external CRM tool. Everything your sales and support teams need is inside Voxys Connect.

## CRM Modules

| Module | What it tracks |
|---|---|
| **Contacts** | Individual people: phone, email, custom attributes, conversation history |
| **Companies** | Organisations: linked contacts, deals, custom attributes |
| **Leads** | Potential customers moving through a qualification pipeline |
| **Pipeline (Kanban)** | Visual board tracking deals and leads across stages |

## How It Connects to Conversations

Every inbound WhatsApp, email, or chat conversation is linked to a contact automatically. From the conversation panel you can:

- View the contact's CRM profile
- See which company they belong to
- Check open leads and pipeline stage
- Add notes visible to the whole team

## Custom Attributes

You can extend contacts and companies with custom fields specific to your business — for example, "Industry", "Contract Value", or "Renewal Date". Go to **Settings → Custom Attributes** to create these fields.

## Getting Started

1. Import your existing contacts via CSV (**Contacts → Import**).
2. Create or link companies to contacts.
3. Set up your pipeline stages (**Settings → Pipeline**).
4. Start converting conversations into leads.