What you’ll see
A look at the built-in CRM: managing contacts, companies, and your deal pipeline, plus how to read your analytics dashboard. Everything you need to run your sales operation in one place — at no extra cost.Contacts (the people)
- Add contacts one at a time, or bulk-import from a CSV or Excel file
- Tag and segment people so your outreach always lands with the right audience
- See full contact details, activity history, and any linked deals or companies
- Run bulk actions — delete, tag, or export many records at once
Companies (the accounts)
- Create and manage company profiles
- Link contacts to the companies they belong to
- Track activity and associated deals at the company level
Deals & pipeline
- Drag and drop deals across stages on a visual kanban board
- Prefer spreadsheets? Switch to a table view for a quick overview
- Shape custom pipeline stages around your own sales process
- Track each deal’s value, status, and owner
Analytics dashboard
- Real-time KPI cards for calls made, emails sent, conversions, and revenue
- Interactive bar and line charts that surface trends at a glance
- Date filters for the last day, 7 days, 4 weeks, or a custom range
- Charts that pick up your workspace branding colours automatically
Make it yours
- Add custom fields to contacts, companies, and deals
- Build custom views showing exactly the columns and filters you care about