CRM Center Overview

The CRM Center in Bearish OS is designed to be the central hub for managing relationships, interactions, and business opportunities. It is split into three primary sections: Contacts, Companies, and Deals, along with a powerful cross-cutting feature called Dynamic Contacts, which operates across the platform to ensure all interactions are captured and centralized in the CRM.

Key Components of CRM:

1. Contacts:

   • The Contacts section stores all individuals that a Bearish OS user interacts with. Contacts can be added manually, in batches, or automatically through the Dynamic Contacts feature, which logs all communication and interaction touchpoints across Bearish OS.
   • Each contact record includes comprehensive details such as communication history, activities, company affiliations, notes, and customizable fields like ratings, tags, and relationship strength.

2. Companies:

   • Companies are the entities with which your business interacts. Each company record can include multiple associated contacts, deals, and activities. Similar to contacts, company records are enriched with customizable fields like industry, location, employee count, and social media links.
   • Companies can be created manually or enriched automatically using external data sources like Clay or Brand Fetch, providing detailed, up-to-date company information.

3. Deals:

   • Deals represent business transactions or engagements between your company and other companies or contacts. Deals can be tracked from the initial lead stage through negotiation and completion, with customizable deal stages, value tracking, and detailed logs of activities and interactions.
   • Every deal is linked to relevant contacts and companies, ensuring that you can easily track all relationships and progress at each stage of the deal.
     
     

Dynamic Contacts:

Dynamic Contacts is the intelligent layer within the CRM that centralizes interactions from across the entire Bearish OS platform. Whether it’s a video call, message, email, or shared document, Dynamic Contacts logs every touchpoint between a user and their contacts. It automatically updates or creates contact records, ensuring that the CRM is always up-to-date with the latest interactions and insights.

Key Features:

• Automatic Logging of Interactions: Every communication or interaction with a contact is logged in real-time, including emails, meetings, messages, and document sharing.
• Centralized Data: Dynamic Contacts consolidates all relevant data from the Bearish OS Centers (Messaging, Video, Calendar, etc.), giving you a full picture of every touchpoint.
• AI-Powered Insights: Integration with BEBA AI will enable automatic summarization of interactions, deal progress, and more.

Benefits of CRM in Bearish OS:

• 360-Degree View of Relationships: Track every interaction and detail associated with contacts, companies, and deals in one place.
• Streamlined Communication: Seamless integration with Bearish OS’s Messaging, Email, and Video Centers ensures all communications are captured and logged.
• Customizable Fields and Insights: Flexible CRM architecture that can adapt to your business’s unique needs with customizable fields, ratings, and relationship tracking.
• Integration with External Tools: Enrich contacts and companies with external data sources, keeping information current and comprehensive.

The Bearish OS CRM Center is designed to scale with your business, offering robust tools for managing relationships, deals, and communication across all centers. With Dynamic Contacts operating in the background, your CRM becomes a living, breathing system that automatically updates and provides valuable insights into your business’s interactions and opportunities.