Total Contacts
0
▲ 0 added this month
Active Leads
0
▲ 0 new this week
Pipeline Value
R0
Calculating...
Won This Month
R0
▲ 0 deals closed
Pipeline Health
—
Calculating...
Pipeline Overview
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Recent Activity
Recent Contacts
View All →
| Name | Company | Status |
|---|
Upcoming Tasks
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Contacts
| Name | Company | Email / Phone | Status | Score | Actions |
|---|
Leads
Drag cards between columns to update stage
Pipeline
Revenue by Stage
Monthly Pipeline Growth
Pipeline Forecast
Weighted forecast based on stage win probability. Helps predict likely revenue this month.
| Deal | Company | Value | Stage | Prob | Close Date | Source | Assigned | Actions |
|---|
Tasks
Reports
Total Pipeline
R0
▲ Active deals
Won Revenue
R0
▲ Closed deals
Win Rate
0%
▲ vs last quarter
Avg Deal Size
R0
▲ All closed deals
Monthly Won Revenue
Lead Sources
Conversion Funnel
Contact Status Breakdown
Win / Loss Analysis
Pipeline Velocity
Avg. days a deal spends per stage
Sales Cycle & Conversion
Task Completion
Email Log
All logged emails
AI Assistant
Ask anything about your pipeline, contacts, or tasks
Win rate?
Hot contacts
Overdue tasks
Pipeline value
Biggest deal
Stale deals
Closing this week
Source breakdown
Top performers
Health score
Task completion
Target progress
Documents
Settings
Manage your CRM configuration and preferences
Account
CRM
Preferences
Data
My Profile
Your personal info and revenue target for this CRM.
Change Password
Update your login password.
Team Members
People who can be assigned to leads and tasks.
Pipeline Stages
Configure each stage and its default win probability. Used in pipeline forecasting.
Stage
Win Probability
New
%
Contacted
%
Qualified
%
Proposal Sent
%
Won
%
Lost
%
Deal Aging Alerts
Flag deals that haven't moved in a while.
Warning after
Show orange warning on card after this many days
days
Stale after
Show red warning on card after this many days
days
Contact Statuses
The status labels used when categorising contacts.
🔥 Hot
🌤 Warm
❄️ Cold
✅ Customer
Lead Sources
Where your leads come from. Used in filtering and reporting.
Referral
Website
LinkedIn
Cold Outreach
Event
Duplicate Detection
How the CRM handles duplicate contacts.
Warn on duplicate email
Alert before saving a contact with a matching email
Warn on duplicate name
Alert when a contact name already exists
Team Goals
Monthly revenue goals per team member. Tracked on the Reports page.
Notifications
Choose what you get notified about.
New lead assigned
Get notified when a lead is assigned to you
Task due reminders
Remind me 1 day before a task is due
Deal stage changes
Notify when a deal moves to a new stage
Deal won 🏆
Celebrate every time a deal is marked as Won
Overdue follow-ups
Alert when a contact's follow-up date has passed
Weekly pipeline summary
Receive a weekly snapshot of your pipeline value
Theme
Choose how the CRM looks.
Dark mode
Use the dark theme (default)
Compact sidebar
Reduce sidebar padding for more screen space
Display
Regional and formatting preferences.
Currency
How monetary values are displayed
Date format
How dates appear throughout the CRM
Export Your Data
Download a full backup of your CRM data.
Export All Contacts
Download every contact as Excel (.xlsx)
Export All Leads
Download every deal as Excel (.xlsx)
Full JSON Backup
Export everything — contacts, leads, tasks, emails
Import Data
Bring in data from another system.
Import Contacts
CSV or Excel — maps to your existing contact fields
Import Leads / Deals
CSV or Excel — maps to your existing deal fields
Danger Zone
These actions cannot be undone.
Clear All Data
Delete all contacts, leads, tasks, and emails. Keeps your account.