Roles & Permissions

Unlimited pipelines, each with its own stages, win probability, colour and temperature. Seven seeded, and every stage change writes itself onto the deal.

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.

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.

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.

Every field change on a record with both values, beside the notes, mail, tasks and deal links against it, assembled as it happens rather than typed up 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.

Tasks with assignees, reminders, comments and templates, raised by hand or by a sequence, and the only CRM object that leaves the app to find someone.