PIY CRM

PIY CRM keeps companies, contacts, leads and jobs together, with configurable pipeline stages and follow-ups.

Daily use

• Move leads through stages. Closing a lead needs a reason.
• Follow-ups, overdue and stale alerts show what needs attention.
• Reports show rates with their formulas and the records behind each number, so any figure can be traced.

Importing

Lists can be imported from Excel or CSV. Duplicates are checked before anything is saved, and the result lists what was skipped and why.

What it does not do

In this release the CRM does not connect to email, LinkedIn or calendars. Calls, emails and messages are logged by hand, and the CRM never claims a message was delivered or read.

Access

CRM has its own permissions. Depending on the role, a person sees only their own records, their team's, or all records. Administrators decide this under Configuration > Permissions.

Personal workflows and AI

CRM My day brings together assigned prospects, follow-ups, configurable guidance and onboarding checklists. Managers with CRM configuration permission can assign experience presets, channels, services, targets and required activity rules through existing CRM settings. These settings never replace access permissions.

The contextual PIY Bot Sales Assistant offers draft outreach, summaries, qualification questions and next-action suggestions when enabled for the employee. All outputs require review and no external action is performed. Welcome adds scheduled company content and authorized learning videos.

Read CRM workflows and Sales Assistant for the employee quick start and administrator guide, or Welcome for publishing and video guidance.