# CRM overview

> Your agent's own databases. Build tables with the fields you want, store records, and let widgets save submissions straight into them — all per agent, separate from Leads.

The **CRM** gives each agent its own set of **databases** (tables). A table has the fields you define; each record is a row. Use it to store anything your agent collects or works with — newsletter signups, bookings, support requests, product interest, RSVPs — with as many tables and fields as you want.

> **CRM VS. LEADS VS. CONTACTS:** The **CRM** is freeform databases you design (this section). **Leads** is the fixed lead-capture inbox (name/email/phone from the lead form). **Contacts** are the people who chat with your agent. They are separate systems — the CRM does not change or replace Leads or Contacts.

## Where it lives

Open an agent and go to the **CRM** tab (next to Widgets). Tables are **per agent** — each agent has its own; a table you create under one agent is not shown under another.

## What you can do

- **Create tables** with a name and any fields you need.
- **Add, edit, and delete fields** at any time — text, long text, number, date, checkbox, email, phone, dropdown, or URL.
- **Add, edit, and delete records** in a simple data grid.
- **Auto-capture from widgets** — turn on "Save submissions to CRM" on a widget and every submission becomes a row (the table is created for you on first use).
- **Delete a table** (and all its records) when you no longer need it.

## Field types

| Type | Use it for |
| --- | --- |
| Text | Short single-line values (names, IDs). |
| Long text | Multi-line notes or messages. |
| Number | Quantities, amounts, scores. |
| Date | Dates (bookings, deadlines). |
| Checkbox | Yes/no flags. |
| Email / Phone / URL | Contact details and links. |
| Dropdown | A fixed set of options you define. |

## What's next

- [Tables, fields & records](/docs/crm/databases) — Create and manage databases by hand.
- [Save widget submissions](/docs/crm/widget-capture) — Pipe a widget straight into the CRM.
- [Widgets](/docs/widgets/overview) — Build the in-chat forms that feed the CRM.