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Universal CRM
Citizen CRM • Company CRM • Work Bridge (portable)
Company CRM
Directory-bound workspace (team, roles, shared pipelines).
Directory
This surface is enabled when your Directory company has Company CRM turned on. If you’re bridged, you’ll see shared records here.
Manage Work Bridge
Back to Citizen Pipeline
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Universal CRM
Sovereign • Directory‑Bound • Portable
Active
Citizen CRM
Your personal workspace. Always yours.
Active
Inbox
People
Pipeline
Company CRM
Company‑wide CRM for your business.
Directory
Open Company CRM
Work Bridge
Link your Citizen CRM to a company (Directory only).
Disconnected
Connect to Company