Micro businesses (1–9 people)

In a micro business, the same person often handles support, sales and payment. CRM and Channels retain context; Commerce enables catalog sales and Register links in-person sales to identified buyers. Revenue Operations brings documents and invoices together. The 1–9 people reference describes a way of organizing work: it is size guidance, not a user or plan limit.

Configure permissions for data and actions, review documents and messages before sending and hand exceptions to a responsible person. Respect contact preferences and provider requirements.

Getting started depends on loading reliable data, connecting compatible channels and configuring and validating the required integrations. Test the workflow and its permissions before expanding it.

Key Workflows

• Record inquiries in CRM from Channels and leave a visible task for whoever handles them next.
• Sell the catalog through Commerce and use Register to record counter sales and receipts linked to the identified buyer.
• Review the sale and its invoice in Revenue Operations before closing administrative items.

Potential operational benefits

Less scattered information across the business and better continuity across support, order and payment.

Results depend on your process, data quality and configuration.