CRM keeps the people you sell to and the deals you sell them in one place. Deals belong to contacts, so everything you learn about a company — the emails, the tasks, the amounts — stays attached to the person the work actually runs through.

The tabs

  • Overview — headline numbers: new leads, open deals, expected revenue and conversion to deals, plus revenue dynamics and team activity.
  • Deals — the pipeline, as a board or a list.
  • Leads — contacts that have not become customers yet, with source, owner, status and last activity.
  • Companies — one row per company: industry, city, how many contacts and deals it has, and its owner.
  • Tasks — follow-ups with owner, due date, priority and the deal they belong to.
  • Calendar — the same work laid out by month.
  • Contacts — the full address book.
  • Reports — sales funnel, deals by source, pipeline value by owner.
  • Automations — the When/Then rules that are running.

Each tab has its own address (/crm/pipeline, /crm/reports and so on), so a bookmark or a refresh keeps you where you were. Ctrl+K (Cmd+K) jumps between tabs, creates a contact or exports without touching the mouse.

Add a contact

  1. Open the Contacts tab and press New contact.
  2. Fill in the name and the details you actually have — company, position, email, phone. Nothing else is required to save.
  3. Already have a list? Use Import and pick a CSV file. Imported rows land as contacts; imported from the Leads tab, they arrive with the status lead.

Export works the same way in reverse: Export writes your contacts to CSV, so the data is never locked in.

Open a deal

  1. Go to the Deals tab and press New deal.
  2. Give it a name (“Enterprise contract”), pick the contact it belongs to, and enter the amount.
  3. Choose the starting stage — Evaluation, Qualification, Proposal, Negotiation or Paid.
  4. Press Create deal. It appears in the pipeline column for that stage, on the contact's card, and in the totals at the top.

Move a deal along

The board shows one column per stage, each with the number of deals in it and the money they add up to. Above the columns are four figures: deals in progress, pipeline value, what is still open, and what is closed.

  1. Drag a deal card from one column to another — that is the whole gesture, and the totals update as it lands.
  2. Or click the deal to open its panel and use Move to stage, which is easier when you are already reading the details.
  3. Switch the board to the list view with the toggle above it when you would rather scan rows than columns, and narrow either view by stage, owner or search.

What the deal panel shows

  • Probability, derived from the stage — Evaluation 10%, Qualification 25%, Proposal 50%, Negotiation 75%, Paid 100%.
  • Deal data: owner, source, company and industry, taken from the contact.
  • The primary contact, with position and email.
  • Next steps — a short checklist (send proposal, schedule demo call, negotiate terms, close and sign) that ticks itself off as the deal advances, and that you can tick by hand.
  • Activity — what has happened with this contact, newest first.

Build a list you keep coming back to

Contacts can be filtered into saved smart lists instead of tagged by hand. A list is a set of rules — match all of them or any of them — over fields like status, company, tag, owner, city, industry, source, whether the contact is a favourite, whether it is new, whether it is awaiting a reply, whether it has deals, or how many days it has been inactive.

The built-in lists use exactly the same rule engine as the ones you create, which is why their counts and their contents can never drift apart.

Read the numbers

Reports answers three questions: where deals stall (the sales funnel, stage by stage, with counts and value), where they come from (deals by source), and who is carrying the pipeline (value by owner). Print / PDF produces a copy you can send on.

On Overview, the star on a KPI card pins it — pinned figures are marked and stay pinned across sessions.

Automations

The Automations tab lists rules in plain language — When something happens, Then do this — with a switch on each one. Use the All and Active tabs to see everything or only what is running, and the switch to turn a rule on or off. New rule adds a rule to the list, switched off, ready to be enabled.

Working with other people

CRM is shared: when a colleague is looking at the same workspace or the same contact, you will see how many people are there. Changes are saved as you make them and sync to everyone — moving a deal to Paid is immediately true for the whole team.