What’s inside
Drag-and-drop pipeline
Move deals between stages on a Kanban board. Each column shows its deal count and summed expected revenue.
Import with a dry run first
Upload CSV or XLSX and get a validation report — what will be created, what will be updated, and every error and warning by row and field — before anything is committed.
Geographic prospecting
Search companies by suburb, city or area within a radius and plot them on a map.
Follow-ups that surface themselves
Pending and overdue follow-ups from both activities and deals, merged into one reminder view sorted by date.
Activity history
Log calls, emails, meetings and notes with threaded comments, and view everything on a month calendar.
Export what you filtered
Contacts and companies export to CSV honouring whatever filters you have applied.
Configurable picklists
Regions, industries, interests and interaction types are all admin-editable with reordering — no code change to add a field value.
Table or card views
Switch layouts and keep filters, sort field and sort order in the URL so a view can be shared or bookmarked.
A pipeline that reflects reality
Deals live on a board with stage totals in the header, so pipeline value is visible without running a report.
- List and Kanban views with stage and owner filters
- Deal detail with an inline activity log
- Contacts with multiple emails and phone numbers
- Companies linked to contacts, deals and client status
Data migration that does not bite
Importing a contact list is where most CRM rollouts stall. The pre-flight report tells you exactly what will happen before it happens.
- CSV and XLSX support with a downloadable template
- Per-row and per-field error and warning tables
- Option to skip invalid rows and commit the rest
- Creates and updates distinguished in the report
Better with the rest of the suite
These are already included in your subscription — no integration needed.