A CRM, or customer relationship management system, is software that stores your contacts and companies and tracks deals through a sales pipeline, so every interaction with a customer has one record.

What is a sales pipeline?

A sales pipeline is the set of stages a deal moves through from first contact to closed, shown visually so you can see where every deal stands and what needs attention next.

What is a proposal in a sales tool?

A proposal is a document you send a prospective customer that describes the work and the price. In a business operations platform, a proposal is built from deal data and can become an invoice once accepted.

What is invoicing software?

Invoicing software creates, sends, and tracks the bills you send customers, including payment status and reminders, so you know what is paid, sent, or overdue without a separate spreadsheet.

Glossary and what-is hub

Glossary and what-is hub.

Short, plain-English definitions of the terms a business operations platform brings together. Each one leads with the answer in a single self-contained passage, so it stands on its own.

Updated June 10, 2026

What is a CRM?: A CRM, or customer relationship management system, is software that stores your contacts and companies and tracks deals through a sales pipeline, so every interaction with a customer has one record. In IBIS by PAGIOS, the CRM is the home of contacts, companies, and a visual pipeline.
What is a sales pipeline?: A sales pipeline is the set of stages a deal moves through from first contact to closed, shown visually so you can see where every deal stands and what needs attention next. Per-stage totals tell you how much value sits in each stage.
What is a proposal in a sales tool?: A proposal is a document you send a prospective customer that describes the work and the price. In a business operations platform, a proposal is built from deal data and can become an invoice once accepted, with no re-keying.
What is invoicing software?: Invoicing software creates, sends, and tracks the bills you send customers, including payment status and reminders, so you know what is paid, sent, or overdue without a separate spreadsheet. In IBIS, invoicing lives in the same dashboard as the deal it came from.
What is an AI assistant in a business platform?: An AI assistant in a business platform is a built-in assistant that can act on your data, not only chat: it can find deals, create contacts, move records, and answer questions in plain English across the workspace, rather than being a separate chatbot.
What is a business operations platform?: A business operations platform is a single application that combines the core tools a company runs on, CRM, invoicing, proposals, email, calendar, and an AI assistant, in one dashboard instead of separate apps. The full guide covers what to look for.
What is two-way CRM sync?: Two-way CRM sync keeps records consistent between two systems by sending changes in both directions, so an update in one tool appears in the other. IBIS offers optional two-way sync with HubSpot, Pipedrive, and Salesforce.

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