Business toolsWeb

CRM & pipelines

Find contacts, companies, planning boards, and sales views in the CRM section of your workspace.

2 min readBuild at your own paceOpen Workspace

Open CRM

Select CRM in the workspace navigation. CRM has its own navigation for customer records and planning views; use it to move between the sections below.

Section	Use it for
Analytics	Review the CRM dashboard.
Contacts	Find and work with contact records.
Companies	Organize company records.
Calendar	Open CRM’s calendar view.
Project Kanban	Work with project-oriented planning boards.
Sales Pipeline	Follow deals through the sales pipeline.
API & MCP	Manage CRM integration access.
Settings	Review the CRM settings available to your account.

Start with the right context

1. 1Check the selected AppStruct workspace before opening CRM.
2. 2Open Contacts or Companies and find the record relevant to your task.
3. 3Use Sales Pipeline for sales work or Project Kanban for project work. These are separate views.
4. 4Return to Analytics when you need an overview of the CRM rather than an individual record.

If you opened a project-specific CRM link, keep that project context in mind while moving between its contacts and deals. A workspace switch and a project selection are different changes of scope.

Follow the interface

FOLLOW ALONGFrom a contact to a deal

Find the right contact, review its lifecycle, and follow deals through Sales Pipeline.

Example workspace

Full interface

Open CRM, then Contacts. Search the list or add a contact before opening the record you want to work on.

Web interface captured on 5 Nov 2026. People, companies, contact counts, deal values, revenue, and conversion figures are fictional examples, not live customer or sales data.

Find or add a contactAppStruct web interface · Example workspace

Connect another tool

Use API & MCP inside CRM for its integration access. CRM keys are separate from Docs, Sheets, and Slides API keys. Removing a workspace member does not automatically revoke an existing CRM API key; review keys explicitly when access changes.

If CRM cannot load

CRM displays an unavailable state when its module cannot open. Check your network connection and try reloading the module. Do not treat an unavailable screen as an empty CRM or create duplicate records to compensate.

Workspaces & membersKeep projects and teamwork organized, switch context safely, and manage who belongs to your workspace.Connect through APIs and MCPUse scoped API keys to work with Docs, Sheets, and Slides from your own tools.