The Current CRM: companies, deals, and the Sales Home

Most CRMs are a second database — a place you copy company names and deal amounts into, disconnected from the tickets, contracts, and hours your team actually delivers. Current's CRM is built the other way around: every company record is anchored on your PSA data — ConnectWise, Autotask, or HaloPSA — so the same MRR, contract, and seat-count figures your PSA already tracks show up automatically, without anyone re-typing them.

When Current syncs your PSA's companies and contracts or agreements, it builds a company profile for each one — active MRR, licensed seats, contract status — straight from that data. Current adds the sales layer on top: deals, activities, ownership, and AI insight. If a company already has an active contract or agreement in your PSA, Current knows it's a customer the moment the sync runs. Nobody has to manually flag it.

• ＋Companies — the anchored record for every account, from cold prospect to long-time customer. See "The company record: your single view of every account" for what's on the page.
• ＋Deals — the pipeline that tracks a piece of business from first conversation to won or lost. See "Working deals: pipelines, stages, and winning".
• ＋Sales Home — the landing page for anyone with CRM access: your day's follow-ups, your pipeline, and AI-surfaced insight, or the whole team's if you lead sales.

The Sales section only appears in the sidebar for people who've been given CRM access. Account Executives and Sales Managers have it by default; a Tenant Admin can extend it to a Project Manager or Engineer, who then get a read-only slice — Sales Home, Companies, and Contacts, no pipeline or financial detail. Partners never see any of it, under any circumstance. See "Sales Manager vs. Account Executive: who sees what" for the full breakdown, and "Roles & permissions: who sees what" for how roles work tenant-wide.

Open Sales Home and Current shows a different view depending on your role. An Account Executive sees a "Your Day" layout: a morning brief, a snapshot of your own pipeline and activity, your goal progress, a headcount trend card, and a short list of AI-surfaced coaching insights — capped low on purpose so it never turns into noise. A Sales Manager or Admin sees a team cockpit instead: a leaderboard across the whole sales team, team-wide pipeline and win/loss totals, and the same goal tracking rolled up. Leadership can flip between their own day and the team view from a toggle at the top of the page.

A standalone CRM stops knowing anything the moment a deal closes. Current doesn't — it keeps watching the same account through tickets, project health, contract seats, and hours delivered, because that data already lives in the platform. That's what powers things like the AI relationship read on the company record and the renewal and whitespace signals surfaced elsewhere in the CRM. Your CRM and your delivery platform are the same system, not two logins that drift apart.