> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesai.digital/llms.txt
> Use this file to discover all available pages before exploring further.

# Your CRM

> Contacts, companies, deals, and the analytics dashboard.

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## 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