Open API & webhooks
Trigger routing, notifications, sync, and downstream automation from CRM events.
Enterprise CRM • Communication intelligence • Ops-ready handoffs
The CRM that makes customer work move.
PolarPath CRM unifies accounts, pipeline, email, calling, quotes, tickets, tasks, and AI summaries into one customer timeline—then carries that timeline cleanly into execution and finance. No rebuilds. No “what happened?” meetings. Just momentum.
Sales teams
Service intake
Operations
Leadership
1
Customer timeline
Calls, email, tasks, quotes, tickets—one record every team can trust.
0
Context loss
Handoffs stay complete from sales → ops → finance without rebuild.
API
Automation-ready
Webhooks + endpoints for routing, sync, dashboards, and exports.
Core Surfaces
Click through the workflows buyers care about: customer context, pipeline control, quote conversion, routing, and finance visibility.
One customer record. One timeline.
Every stakeholder sees the same customer story: communications, tasks, quotes, tickets, and outcomes. That’s how pipeline moves fast and handoffs stay clean.
- Email + calling attached to the record
- AI summaries that become usable account intelligence
- Next actions enforced with ownership + due dates
Quotes that convert into executable work.
Create, revise, and monitor quotes with conversion clarity—then hand off to execution without rebuilding customer context.
- Revision control with attribution
- Value continuity through the funnel
- Lead-to-cash alignment for reliable reporting
Ownership you can see.
Tickets and tasks are the execution engine. Route intake to accountable owners, preserve SLAs, and keep escalations visible.
- Owner-based routing with due dates
- Workflow automation to prevent stalling
- Operational handoffs that preserve context
Finance visibility stays customer‑linked.
Build executive-grade reporting and drilldowns when quotes, work, and invoices stay tied to the same record model.
- Drilldowns from KPI to record detail
- Forecast credibility with clean linkage
- QuickBooks-ready continuity positioning
Territory + coverage intelligence.
Publish customer coordinates for mapping, territory context, and coverage planning—without losing account linkage.
- Coordinate sync APIs for mapping workflows
- Territory filters tied to account records
- Coverage planning that uses real customer data
Handoff Simulator
Click the steps. This is the difference between “CRM data” and “CRM execution.”
Customer timeline
Context preserved
Web intake
Just now
Request captured → Ticket created
Customer details, location, and request notes linked to the account.
Automation
Instant
Owner routed + due date set
Routing rules assign accountability and preserve SLA timing.
Integrations & Automation Coverage
APIs, webhooks, OAuth connectors, and endpoints designed for routing, sync, comms continuity, and leadership-grade reporting.
Website intake endpoints
Create tickets, quotes, tasks, and work records directly from forms with no manual re-entry.
Telephony endpoints
Direct calling, recordings, callbacks, and record-linked call history workflows.
Google OAuth connectors
Gmail send workflows and Calendar sync attached to customer records.
Email activity integration
Keep communication timelines synchronized across records for full context.
Realtime & reporting endpoints
Dashboards, drilldowns, exports, and analytics workflows for pipeline and engagement.
Customer coordinate sync APIs
Publish account coordinates for mapping, territory context, and coverage planning.
QuickBooks-ready positioning
Support cleaner CRM-to-finance continuity for quote, invoice, and reconciliation workflows.
FAQ
Answers for teams seriously replacing a CRM stack.
Is this a CRM or a field-service platform?
It’s a CRM operating layer that keeps revenue workflows connected to execution and finance.
Pipeline, communication, quoting, intake, routing, and reporting all stay tied to one customer record.
What makes it “ops-ready”?
Handoffs don’t start from scratch. Operations receives the full customer story—calls, emails, tasks, quote status,
and outcomes—on the same record.
Can we automate routing and reporting?
Yes. APIs, webhooks, and reporting endpoints are designed for routing triggers, sync, dashboards, drilldowns,
and export workflows without fragile glue.
See PolarPath CRM on your workflow.
We’ll map your current motion and show how PolarPath keeps pipeline, communication, and handoffs connected end-to-end.