Crm packages

Experience Cloud sites with theming, member groups, reputation systems, and Chatter collaboration.

Lead capture, scoring, and intelligence objects that fuel the top of the sales funnel, including IQ configuration and external record sharing for leads.

Program configuration with currencies, partners, badges, widgets, processes, and partner ledger management.

Payment schedule construction with policy-driven treatment details, distribution methods, term definitions, and batch payment run processing.

HubSpot CRM deal dimensions and metrics — pipeline stages, deal amounts, revenue forecasting, win rates, contract values, recurring revenue, and deal velocity analysis.

Account forecast formulas, advanced forecast formulas, forecasting object list settings, and opportunity score settings for revenue and pipeline forecasting.

Server-side Apex classes, triggers, components, pages, and test suites that power custom business logic.

Opportunity lifecycle tracking from pipeline to close, including scoring, field history, revenue forecasting predictions, and pipeline inspection tools for sales performance visibility.

Comprehensive audit trail capturing API calls, login activity, data exports, Apex execution, and UI interactions.

Sustainability scorecards, task management, units of measure, program initiatives, and reference data.

Marketing campaign management with member tracking, influence attribution, and status workflows.

Warehouse and vehicle inventory tracking including stock transactions, control templates, and vehicle-to-warehouse assignment.

Custom object definitions, fields, field sets, tabs, and permissions that extend the Salesforce data model.

Trust, but verify — with documents. Manages document categories, types, checklists, identity verification, authorization forms, and information authentication workflows.

Physical asset tracking covering asset audit trails and template-driven asset configuration for in-store equipment and fixtures.

Mobile source emissions tracking for vehicle fleets with energy use and carbon footprint calculations.

Getting the right care at the right time. Coordinates schedule broadcasts, appointment resources, service territories, work types, work procedures, and the capacity management that keeps care delivery running.

Data category hierarchies, article classification, tag definitions, and metadata tagging that organize knowledge and records into navigable taxonomies.

What is covered, for whom, and how much. Defines coverage benefits, member plans, plan benefit items, purchaser plans, and the limits that shape what patients can access under their health plans.

Product catalog modeling with selling models, qualification rules, classification attributes, configuration flows, ramp segments, and specification types.