CRM

Most CRMs die because nobody fills them in. Macro’s CRM builds itself: because your team’s email already flows through Macro, contact and company records are created and kept up to date automatically as you work. You don’t have to run an importer or type in fields.

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Records build themselves

When someone on your team emails an external contact, Macro creates a contact record for them and groups contacts into companies by email domain (everyone @acme.com rolls up to one Acme record). Each contact tracks its first and last interaction, so you can see the full history of a relationship at a glance. Generic tool and vendor domains (the SaaS notification emails every company gets) are filtered out so the CRM stays focused on your actual customers. New companies are enriched automatically with public data: name, description, logo, website, industry, headcount, funding, location, and social links land on the record without anyone touching it.

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One shared view of every relationship

Open Customers from the sidebar to browse your team’s accounts. A company page shows its domains, contacts, and email threads in one place. The Team and Me tabs let you see either everything your team has exchanged with that account or just your own threads. Contact pages work the same way. Every company and contact also has a discussion thread, so deal notes and context live on the record itself instead of in a side channel. Like everything in Macro, CRM records are blocks: @mention a company or contact in a doc, task, or channel, and agents can use your CRM as context like the rest of your team memory.

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Stage, ownership, and revenue

Every customer record comes with three properties out of the box: Stage (Lead, Qualified, Demo, Trial, Negotiation, Customer, Churned), Owner (a teammate responsible for the account), and Revenue. Edit them inline from the list, or from the record’s Properties panel — the same editors used on tasks. A Last Interaction column tracks the most recent synced email automatically, so you don’t have to update it by hand. See Properties for how the shared property system works. Switch between list and kanban from the toggle in the topbar. The board lays out one column per Stage; drag a card to a new column to update it. From either view, group and filter by Stage (the default) or Owner to focus on a segment of accounts.

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Email sharing

CRM is a team feature, and it’s where Macro’s email auto-sharing lives. When Email Sync is on for a company, your team’s email threads with that company become visible to teammates in the CRM, so nobody has to forward a thread just to share context. Turning it off for a company keeps the record but makes its threads private to their participants. Team admins can also hide a company or contact entirely, which removes it (and its threads) from the team’s view. Members see visible records; admins and owners can edit records, toggle Email Sync, and manage hidden ones.