A native CRM — contacts, deals and tasks live in Berchtold

Manage contacts, companies, deals and tasks in Berchtold itself. Custom fields, tags, pipelines and stages, CSV import, and activity history on every record.

Berchtold now has its own CRM. Your contacts, companies, deals and tasks live in your workspace, next to your brand and your marketing.

Contacts and companies

Create contacts and companies, link them to each other, and keep a full activity history on every record. Add your own custom fields and tags. Import your existing book with a CSV file — thousands of contacts at a time.

Deals and pipelines

Track every deal through pipelines and stages you define. Link deals to their contacts and companies. Assign an owner. See value, stage and progress at a glance.

Tasks

Create tasks on their own or attach them to a contact or deal. Due dates, owners and status keep the team's follow-up visible.

Where to find it

Open Contacts, Deals or Tasks in your workspace.