Sheet KEY-01 · Finance & CRM Manual
Company & Customer Operations
Company entities, customer records, contacts, communication history and the sales pipeline.
Company entities
Every financial record in Keystone belongs to a company entity. A small business may have one. A group with subsidiaries can create child entities under a parent. Each entity has its own legal name, tax settings, functional currency, fiscal calendar and invoice logo.
Set the company profile before anything else. Invoices, tax estimates and the financial dashboard read from it, and Keystone blocks some of that work until the profile exists.
Customers and accounts
Keystone splits customer work into two places:
| Workspace | Use it for |
|---|---|
| Sales Pipeline | Opportunities, prospects, forecast and sales activities |
| Accounts | Agreements, subscriptions, provisioning, account health and billing summary |
A trial-only prospect shows in both, because sales and billing each need it for different reasons. Customer records can be created, updated, archived and exported to CSV.
Contacts and history
- Keep contacts on the customer record they belong to.
- Log customer interactions in the communication log so the next owner can see them.
- Record next actions as activities so follow-ups have a date and an owner.
Deals and forecast
Deals start in an open pipeline stage. Close a lost deal with Close lost and a reason. For a likely win, create a quote: approval, issue, customer acceptance and activation turn it into a paid subscription that Billing and Finance work from. The CRM dashboard and forecast summarise open pipeline.