[Intum Help](https://intum.com/help.md)

# CRM

Customer relationship management

- [Importing Clients from Fakturownia](https://intum.com/help/crm/importing-clients-from-fakturownia.md) — What It Does

The import pulls clients from your Fakturownia account and creates them as CRM clients in Intum. If a client with a given Fakturownia ID...
- [Contacts](https://intum.com/help/crm/contacts.md) — CRM Contacts

A contact is a person associated with a client - e.g., a company employee, project manager, or contact person. A single client can have ...
- [Clients](https://intum.com/help/crm/clients.md) — CRM Clients

A client is the central object in CRM - it represents a company or individual you work with. Contacts, deals, tasks, invoices, and the en...
- [Client Management](https://intum.com/help/crm/client-management.md) — CRM Module

The CRM module allows you to manage client relationships — from the first contact, through ongoing support, to tracking sales opportunitie...
- [Deals](https://intum.com/help/crm/deals.md) — Deals

A deal is a sales opportunity or transaction associated with a client. Deals allow you to track the sales pipeline — from first contact to clos...
- [CRM Notes](https://intum.com/help/crm/crm-notes.md) — CRM Notes

Notes allow you to record information about interactions with clients, contacts, and deals. They serve as a history of communication and im...
- [CRM Statuses](https://intum.com/help/crm/crm-statuses.md) — Client Statuses

Statuses allow you to classify clients, contacts, and deals by service stage. Example statuses: “New”, “Active”, “VIP”, “Inactive”.

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