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Executive dashboard
Contact pipeline
Click a stage to see those contacts.
Sales resources
Contacts due for follow-up
Everyone with a next follow-up date of today or earlier. "Log touch" opens the activity form for that person.
2027 revenue targets
My upcoming follow-ups
Sales playbook
Private. Only your login can see or change this tab.
Shared account directory
One relationship record can support opportunities for both businesses. The primary company field is retained for compatibility with your existing reports.
Accounts
Contacts
Contact pipeline
Contact directory
Activity log
Activities
Follow-up tasks
Open and completed tasks
Sales opportunities
Pipeline
Import contacts
Bring in a spreadsheet saved as CSV. Each row is one person; the firm becomes an account. Existing accounts are matched by name, and contacts already in the CRM (same email, or same name at the same firm) are skipped.
Works with a LinkedIn connections export as-is (Settings → Data privacy → Get a copy of your data → Connections). Recognized columns: Company/Firm, Name (or First Name + Last Name), Title/Position, Email, Phone, Type, Tier, Market, Source, LinkedIn/URL, Status, Next follow-up, Notes, Vertical, Website, Business (CapEx or Magnolia).
Drop a CSV file here or choose one
Executive reports
Recognized revenue is not yet independently tracked. The existing executive summary uses the account's primary company; the new CRM pipeline below uses each opportunity's company.