Accounts
Companies and organizations your team sells to, supports, partners with, or researches.
CRM
Run account and contact work in one shared place
Vesso combines CRM records, collaboration, activity history, and GTM execution so teams can move faster without losing context.
Contacts
People connected to accounts, including relationship context, roles, notes, and activity.
Activities
Calls, meetings, emails, notes, tasks, and timeline events that explain what happened and what should happen next.
Segments
Saved views that help teams prioritize accounts and contacts by ownership, stage, activity, and other attributes.
Pipelines and tasks
Use pipeline views to organize opportunities, onboarding motions, partner programs, or any repeatable process. Add tasks to keep ownership clear and next steps visible.
- Create stages that match your real process.
- Add records to the right stage and assign owners.
- Attach notes, files, meetings, and tasks as context changes.
- Review stale items weekly and update forecasts from the same workspace.
Best practice
Keep fields simple at launch. Start with owner, stage, priority, source, last activity, and next step; add more structure once the team is using the workflow consistently.