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How Quota is structured
A modular SaaS CRM — not a contacts table with extra columns.
Organization first. Use the organization switcher to move between Aperture and Meridian Legal. Contacts, deals, inbox, campaigns, and admin never mix across tenants.
Modules. The left rail is the product: CRM, Sales, Communication, Marketing, Productivity, Analytics, Administration. Each domain has its own records and actions.
Pipeline. Advance or move a deal on the board. Weighted forecast updates from stage probability.
Persistence. Org selection, deal stages, lead status, tasks, notes, and new contacts are stored in cookies for this browser — a demo of tenant-scoped mutations, not a production database.