Goals & Leaderboards

Individual and business records in one table, with fourteen company columns, consent flags and every touchpoint attached, held by a person, role or team.

Create the stages your floor argues about, colour them, order them and rate them hot, warm or cold, while six fixed categories keep the reporting stable.

Ten sources seeded and sealed, your own added beside them, each with a colour and a live count, and one stamped across a whole import rather than per row.

Eleven field types, all of them on the picker, with options, defaults and a section of their own, on leads, deals, products and vendors. No cap on how many.

Sort the fields you add into named sections with their own colour, order and table visibility, then grant or withhold a whole section per permission profile.

Columns, sorts, filters and layout save together and hand to a CRM role, so a new starter opens the same board instead of rebuilding it every morning.

Eighteen type-aware operators, a trigram search across seven columns, and a straight account of where a custom-field filter is resolved and what it costs.

Tick rows and reassign, export, delete or enrol them at once, filtered per record by permission, so a mixed selection returns a verdict per row.

Upload, map, review. Headers auto-map against the full field catalogue, imports stream so memory stays bounded, and a failed row never stops the run.

Matched on normalised email then phone, at the moment a record is written, so the duplicate is caught on the way in rather than found in a report later.

Calls, voicemails, emails and texts merged into one chronological history per lead, attached by the number they reached, with duration and the wrap-up code.