CRM overview

Spacebrain CRM is where your team keeps track of customers: who they are, what you've talked about, and what you're selling them. This page explains the main ideas and every CRM menu item, so you know where to start.

What is a CRM?

CRM stands for customer relationship management. It's a shared address book with memory. Each customer has a record, and everything your team does with that customer (emails, calls, meetings, notes, tasks, and deals) is connected to it.

The four main record types

In Spacebrain, a customer contact is a Person. This is different from Chat & Voice → Audiences, which is a call list for voice outreach.

You don't have to use all four. Many small teams only use People, Companies, and Deals.

What's in the CRM menu

Open CRM in the main navigation:

You only see menu items your role allows.

Set up your CRM in seven steps

1. Agree on definitions. Decide what counts as a lead, a customer, and a deal. Write it down.
2. Add fields you need. In CRM → Attributes, add only the fields you'll filter, report, or automate on.
3. Set up a pipeline. In CRM → Pipelines, create your sales stages. See deals and pipelines.
4. Try it with sample data. On CRM → Companies, choose Try sample data to add ten fictional companies you can edit and delete.
5. Set your capture policy. In CRM → Capture, choose which emails and meetings create records.
6. Import a small test file. Import 10–20 real records first and check them. See records and imports.
7. Import everything else in batches.

Your daily routine

1. Open CRM → Dashboard to see new leads and the action queue.
2. Work through your saved views, for example "My open deals closing this month".
3. Make sure every active record has an owner and a next step.
4. Log decisions as notes and commitments as tasks.
5. Move deals only when something has actually happened, such as "Proposal sent".

Where AI helps

• Ask AI on a Person or Company page opens Orbit, Spacebrain's AI assistant, with that record as context.
• The Deal brief on each deal suggests a next step and prepares follow-ups for you to review. See deal brief, buying roles, and AI fields.
• AI suggestions on an attribute fill in fields from notes and meetings, after you review them.
• The Sales forecast compares your goal with won and likely deals. See sales forecast.

AI output is a suggestion. Check it before relying on it, and never let it override consent or opt-out choices. Workspace-wide AI assistant settings live under AI Copilot. See AI Copilot.

CRM FAQ

Is CRM the same as Inbox?

No. CRM holds the customer record. Inbox is where your team replies to messages. A conversation can be linked to a CRM record.

Is a Person the same as a contact?

Yes. A Person is the CRM record for one contact. Chat & Voice → Audiences is a separate call list.

Can I import contacts from another CRM or a spreadsheet?

Yes. Use CRM → People → Import. Start with a small file. See records and imports.

Where do meeting notes go?

When Meeting Notes is set up to add summaries to the CRM, they appear on matched People and Companies. See meeting notes.

Next step

Import or create your first records in records, imports, and enrichment.