# CRM Overview

**Category:** [CRM](https://help.totalctrl.app/hc/totalctrl/totalctrl-help-center/en-US/categories/crm-1)
**Updated:** 2026-10-04

## What is CRM?

TotalCtrl CRM is split into two hubs that share a unified contact and company database:

  
- **Marketing Hub:** Manage contacts and companies, build segmented lists, run email campaigns, capture leads with embedded forms, and publish landing pages.
  
- **Sales Hub:** Track deals across a visual kanban pipeline, log activities, manage a product catalogue, and get AI-powered pipeline health reports.

## Key concepts

  
- **Contact:** An individual person with an email address as the unique identifier. Contacts carry lifecycle stages (Lead → Customer → Evangelist), lead scores, tags, and links to companies and deals.
  
- **Company:** An organisation. Contacts can be linked to multiple companies with optional roles (e.g. Primary, Decision Maker).
  
- **Pipeline:** A named sales funnel. You can have multiple pipelines (e.g. "New Business", "Renewals") each with their own stages.
  
- **Deal:** An opportunity moving through a pipeline. Deals link to contacts, companies, and product line items.
  
- **List:** A segment of contacts for marketing. Lists can be static (manually curated) or smart (auto-filtering by criteria).

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## Related Articles

- [How people are enrolled](https://help.totalctrl.app/en-US/articles/journeys-enrolment)
- [CRM Templates: tailor your Contact, Company & Task forms](https://help.totalctrl.app/en-US/articles/crm-templates-tailor-your-contact-company-task-forms)
- [Work pipelines and deals](https://help.totalctrl.app/en-US/articles/crm-pipelines-and-deals)
- [Editing the copy and activating a journey](https://help.totalctrl.app/en-US/articles/journeys-activate)
- [Journeys API: integration guide (with code)](https://help.totalctrl.app/en-US/articles/journeys-api-integration)

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