> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales

> Manage deals, sequences, and outreach across email, SMS, and voice.

Sales teams run their entire pipeline in Custral: deals, multi-step sequences, multi-channel outreach, and every conversation threaded into one shared inbox.

## What sales runs on

<CardGroup cols={2}>
  <Card title="Pipelines" icon="cube" href="/data/objects/overview">
    Model deals, contacts, and accounts as objects with custom properties. A [status](/data/properties/select/status) property drives your pipeline stages.
  </Card>

  <Card title="Sequences" icon="list-ol" href="/automation/sequences/overview">
    Multi-step outreach across email, SMS, and tasks with waits, branching threads, and office-hours constraints. Bulk-enroll from a saved view.
  </Card>

  <Card title="Shared inbox" icon="inbox" href="/comms/inbox/overview">
    Every email, SMS, call, and chat as one assignable [conversation](/comms/conversations/overview), with dispositions and outcomes for reporting.
  </Card>

  <Card title="Dialer & recording" icon="phone" href="/comms/voice/dialer">
    Place calls from the built-in dialer, [record](/comms/voice/recording) them, and set a disposition when the call ends.
  </Card>

  <Card title="Playbooks" icon="book-open" href="/comms/playbooks/overview">
    Surface call scripts, objection handlers, and upsell prompts to reps live during a conversation.
  </Card>

  <Card title="Coaching" icon="clipboard-check" href="/comms/coaching/scorecards">
    Grade reps on individual calls with weighted scorecards, with optional AI prefill from the transcript.
  </Card>
</CardGroup>

## Set it up like this

<Steps>
  <Step title="Model the pipeline">
    Create a Deals [object](/data/objects/overview) with a [status](/data/properties/select/status) property for each stage and [relations](/data/properties/select/relation) to Contacts and Companies.
  </Step>

  <Step title="Prospect at scale">
    Save a view of new leads and bulk-enroll it into an outbound [sequence](/automation/sequences/overview) across [email](/comms/email/overview) and [SMS](/comms/sms/overview).
  </Step>

  <Step title="Work replies and calls">
    Handle every response in the [shared inbox](/comms/inbox/overview); on live calls, follow a [playbook](/comms/playbooks/overview) and set a disposition afterward. Add a [follow-up task](/team/tasks/overview) from any conversation.
  </Step>

  <Step title="Coach and report">
    Review calls with a [coaching scorecard](/comms/coaching/scorecards), and track pipeline on a dashboard, a stage [funnel](/bi/reporting/charts/funnel) plus a per-rep [aggregate table](/bi/reporting/team-performance).
  </Step>
</Steps>

## Related

* [Objects & records](/data/objects/overview) · [Sequences](/automation/sequences/overview)
* [Shared inbox](/comms/inbox/overview) · [Voice & dialer](/comms/voice/overview)
* [Playbooks](/comms/playbooks/overview) · [Coaching scorecards](/comms/coaching/scorecards)
* [Team performance reporting](/bi/reporting/team-performance) · [Sales pipeline recipe](/recipes/sales-pipeline)


## Related topics

- [Build a sales pipeline](/recipes/sales-pipeline.md)
- [Teams](/team/users/groups.md)
- [Bar Chart](/bi/reporting/charts/bar.md)
- [Widgets](/blocks/widgets/overview.md)
- [Workspace General Settings](/start/onboarding/workspace.md)