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Team CRM

A Team CRM built for leaders who want duplication.

Most CRMs “store contacts.” Impact OS is designed to help leaders build a repeatable relationship process: capture every lead, track next steps, enforce standards, and keep visibility across the team.

What a “team CRM” needs to do

If your team is growing, your CRM must do more than record names. It must create clarity and momentum:

  • One source of truth for contacts, conversations, and next steps
  • Pipelines that match your real sales process (not generic stages)
  • Ownership and visibility rules so leads don’t get “stolen” or ignored
  • Tasks, reminders, and standards that drive consistent follow‑up
  • Reporting that helps leaders coach and fix bottlenecks
Related pages
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