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How Quota is structured

A modular SaaS CRM — the same domains as HubSpot, Salesforce, and Pipedrive, in one tenant-first workspace.

Organization first. Switch Aperture and Meridian Legal. Records never mix.

Records. Contacts, companies, leads, and deals use a highlight panel, related lists, custom fields, files, and an activity composer (log call / email / meeting).

Sales. Pipeline board + list, stage path, quotes, products, forecast vs quota, goals.

Go-to-market. Inbox, templates, sequences, meetings, campaigns, segments, forms, automation.

Platform. Users, roles, billing, integrations, import mapping, audit, API keys, webhooks.

Persistence. Org, stages, notes, tasks, enrollments, converted leads, and logged activity live in cookies for this browser.

Help

How Quota is structured

A modular SaaS CRM — the same domains as HubSpot, Salesforce, and Pipedrive, in one tenant-first workspace.

Organization first. Switch Aperture and Meridian Legal. Records never mix.

Records. Contacts, companies, leads, and deals use a highlight panel, related lists, custom fields, files, and an activity composer (log call / email / meeting).

Sales. Pipeline board + list, stage path, quotes, products, forecast vs quota, goals.

Go-to-market. Inbox, templates, sequences, meetings, campaigns, segments, forms, automation.

Platform. Users, roles, billing, integrations, import mapping, audit, API keys, webhooks.

Persistence. Org, stages, notes, tasks, enrollments, converted leads, and logged activity live in cookies for this browser.