CRM

Overview

The CRM brings together contact management and deal tracking in a single workspace. View all your contacts and leads in a searchable list, manage deals through a visual Kanban pipeline, and log activity against each contact for a full interaction history. Switch between list and Kanban views using the view mode toggle in the filter bar.

Contacts

Each contact record holds the following fields:

• Name (required) — the contact's full name. This is the primary display field in the list.
• Company — the organisation the contact works for.
• Role — job title or function (e.g. VP of Engineering, Procurement Manager).
• Email — primary contact email. Clicking it opens your default mail client.
• Phone — primary phone number.
• Source — how this contact was acquired: LinkedIn, Website, Referral, or Cold outreach.
• Tags — free-form labels for grouping (e.g. "enterprise", "re-engagement", "Q3 target").
• Notes — free-text field for background context, conversation notes, or next steps.

Creating a Contact

Click Add Contact in the top-right toolbar. Only the Name field is required. All other fields can be filled in later as you gather more information. The Save button stays disabled until the Name field contains at least one non-whitespace character.

Deals

Deals are linked to contacts and represent a sales opportunity. Each deal has:

• Deal name — a short label for the opportunity (e.g. "TotalApp Enterprise — Acme Corp").
• Value — estimated deal value in your local currency.
• Stage — current position in the sales pipeline (see Deal Pipeline below).
• Probability — percentage likelihood of closing. Used for weighted revenue forecasting.
• Expected close date — target date for deal closure.
• Owner — team member responsible for the deal.

Deal Pipeline

The Kanban view organises all deals into six pipeline stages:

Drag a deal card from one column to another to update its stage. The stage change is saved automatically. Won and Lost are terminal stages — deals moved there are excluded from the active pipeline value in the Sales Pipeline screen.

Activity Log

Every interaction with a contact can be logged as an activity. Open a contact record and scroll to the Activity Log section. Add notes, calls, emails, or meetings. Each entry is timestamped and displayed in chronological order. The most recent activity is shown in the contact list for quick context without opening the full record.

Search & Filter

The filter bar above the contact list provides several ways to narrow your view:

• Search input — searches across name, company, email, and tags simultaneously.
• Stage filter — show only contacts with deals in a specific pipeline stage.
• Source filter — filter by acquisition source (LinkedIn, Website, Referral, Cold).
• Owner filter — show only contacts assigned to a specific team member.

Filters combine additively — selecting "LinkedIn" source and "Negotiation" stage shows contacts who were acquired via LinkedIn AND have deals currently in negotiation.