Quick Overview
What You’ll Find in the CRM
💼 Sales Pipeline & Deals
Track each job opportunity through a customizable pipeline—starting from a new lead to a signed contract.
📅 Events & Calendar
Schedule estimate appointments, follow-ups, and more. Events are tied to deals and appear in your calendar. You can customize event types and edit email notifications.
✅ Tasks
Stay organized with internal to-dos like reminders to call a lead or follow up on a deal. Tasks are separate from events and don’t trigger client emails.
👤 Contacts & 🏢 Companies
Store all your client details in one place. Contacts and companies are linked to deals, estimates, invoices, events, and tasks for easy tracking.
🗒️ Notes & 📎 Files
Add internal notes or upload supporting documents to any contact, company, or deal. Everything stays organized and accessible for your team.
🏷️ Tags
Use customizable tags to label and organize records—like “Repeat Customer” or “Needs Follow-Up.”
🌐 Lead Sources
Track where your leads are coming from—like referrals, ads, or your website. Assign them to deals, estimates, contacts, or companies.
⚡Automations
Save time by setting up custom automations that keep deals moving through your pipeline.
What's coming next:
We're actively building more functionality. Here’s what’s not available yet:
No reports for CRM-related features, like deals or events
No Zapier capability for the new CRM-related features