CRM
Molley's built-in CRM helps you manage companies, contacts, and opportunities in one place.
Overview
The CRM helps you:
- Track companies you're targeting or working with
- Manage contacts and relationships
- Follow opportunities through your pipeline
- Organize outreach and follow-ups
CRM Structure
Companies
Organizations you're tracking:
- Prospects you're targeting
- Customers you're serving
- Partners you're working with
Contacts
People within companies:
- Decision makers
- Champions
- Users
- Influencers
Opportunities
Potential deals or engagements:
- Sales opportunities
- Partnership discussions
- Expansion deals
Companies View
Creating Companies
- Navigate to Growth → CRM
- Click + New Company
- Enter company details:
- Name
- Website
- Industry
- Size
- Notes
Company Details
Each company card shows:
- Company name and logo
- Industry and size
- Contacts count
- Opportunities count
- Last activity date
Expanding Companies
Click a company to see:
- Full company details
- Associated contacts
- Related opportunities
- Activity history
Contacts
Adding Contacts
- Open a company
- Click + Add Contact
- Enter contact details:
- Name
- Role/Title
- Phone
- Notes
Contact Information
Track for each contact:
- Name and title
- Email and phone
- Role in buying process
- Notes and history
Opportunities
Creating Opportunities
- Click + New Opportunity
- Enter opportunity details:
- Name
- Company
- Value
- Stage
- Expected close date
Pipeline Stages
Default stages:
| Stage | Description |
|---|---|
| Lead | Initial interest |
| Qualified | Confirmed fit |
| Proposal | Sent proposal |
| Negotiation | Discussing terms |
| Won | Deal closed |
| Lost | Did not close |
Pipeline View
Switch to Pipeline view to see:
- Kanban board of opportunities
- Drag and drop between stages
- Total pipeline value
- Stage-by-stage breakdown
Views
Companies View
Default view showing:
- All companies as cards
- Expandable to show contacts and opportunities
- Search and filter
Pipeline View
Kanban view showing:
- Opportunities by stage
- Drag to update stage
- Pipeline value summary
Switching Views
Use the toggle at the top:
- Companies — Organization-centric view
- Pipeline — Deal-centric view
Search and Filter
Search
Find records quickly:
- Search by company name
- Search by contact name
- Search by opportunity name
Filters
Filter the view:
- By industry
- By company size
- By opportunity stage
- By date range
AI Assistance
Company Research
Ask Molley about companies:
- "What do we know about [Company]?"
- "Suggest talking points for [Company]"
- "What's our history with [Contact]?"
Opportunity Insights
Get help with deals:
- "What should I focus on to close this deal?"
- "Suggest next steps for this opportunity"
- "What risks should I be aware of?"
Context Awareness
When helping with CRM, Molley knows:
- Your product and value proposition
- The company's profile and history
- Related research and notes
- Previous interactions
Best Practices
1. Keep Data Current
Accurate data enables good decisions:
- Update after every interaction
- Log important conversations
- Track stage changes promptly
2. Add Context
Notes make data useful:
- Why is this company a good fit?
- What are their specific needs?
- Who are the key stakeholders?
3. Regular Pipeline Review
Review opportunities weekly:
- What's progressing?
- What's stalled?
- What needs attention?
4. Connect to Outreach
Link CRM to your campaigns:
- Track which campaigns generated leads
- Measure conversion by source
- Optimize based on results
5. Use Tags
Organize with tags:
- Industry segments
- Lead source
- Priority level
- Campaign association
Integration
With Outreach Tools
Use templates with contacts:
- Select contacts
- Apply templates
- Personalize and send
With Outreach Ideas
Track campaign effectiveness:
- Which campaigns generate leads?
- What's the conversion rate?
With Feedback
Connect customer feedback:
- Link feedback to companies
- Understand customer sentiment
- Prioritize based on customer value
Data Management
Import
Import existing data:
- CSV upload
- Map fields
- Review and confirm
Export
Export for external use:
- Export to CSV
- Select fields to include
- Filter before export
Next Steps
- Outreach Tools — Create templates
- Outreach Ideas — Plan campaigns
- Feedback Forms — Collect feedback