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Sales & CRMShipping in Pharos

CRM · Revenue Desk

Keep the customer record current because the work happens on it.

Deals stall when the email, follow-up and commercial history live in different places.

This is a capability inside Lightning Pharos, not a separate product.

Sales & CRMRevenue Desk
Pharos / Revenue DeskProduct story

Move a deal and assign the next action.

01 · What ships

The complete working surface.

Companies, contacts, and a pipeline that lives in one place.

  1. 01

    Companies, contacts, and deals on one timeline, with an owner and a stage on every record

  2. 02

    A pipeline you configure: your stages, your qualification fields, your close reasons

  3. 03

    Email on the record through configured SMTP and IMAP, so sent messages and captured replies stay with the customer

  4. 04

    Notes, activity history, and follow-up tasks against the customer instead of someone's inbox

  5. 05

    Accounts, contacts, leads, deals, meetings, approvals, contracts, renewals, sequences and campaign records

02 · Connected work

One action. One history. More than one team.

Pharos keeps the source action and the records it affects on one inspectable event path.

  1. 01 / 03

    Source action

    Move a deal and assign the next action.

  2. 02 / 03

    Governed event

    The customer timeline records the owner, stage and follow-up.

  3. 03 / 03

    Connected result

    Bookings, service and finance can work from the same customer context.

03 · What it needs

Ready inside every Pharos workspace.

No additional module is required before this capability can be switched on.

04 · Where it stops

The boundary is part of the product.

SMTP and IMAP require configuration. WhatsApp is not implemented. HubSpot and Shopify adapters exist, but live provider operation is not yet a public promise.

Bring your exact workflow to a walkthrough and we will show where Pharos fits and where it does not.

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