Operate 101
Operate is a CRM designed for sales, built for founders. Here’s a quick overview of the key concepts you’ll work with every day.People
People are the contacts you interact with — prospects, customers, partners. Each person has a profile with their email, title, company, location, and communication history.Companies
Companies represent the organizations in your pipeline. They’re linked to people, deals, and feedback so you have full context in one place.Deals
Deals track revenue opportunities through your sales pipeline. Each deal has a stage, value, and linked contacts. See Deals Overview for more.Next Steps
Next Steps are action items tied to deals or people — follow-up emails, calls to schedule, proposals to send. They keep your pipeline moving. See Next Steps Overview for more.Feedback
Feedback captures what customers and prospects tell you — feature requests, pain points, praise. It’s tied to specific people and companies so you can spot patterns.The daily workflow
A typical day in Operate:- Check your Next Steps — see what’s due today and what’s overdue
- Review deal updates — see what moved, what stalled, and where to focus
- Log interactions — meetings and emails sync automatically; add notes as needed
- Capture feedback — tag insights from calls and emails for the team