All docs
CRM
Managing your pipeline
Stages, MRR, contacts, activity, and follow-ups.
Clients moves records through a single lifecycle: lead, qualified, demo, proposal, won, active, paused, churned, lost. Each record carries MRR, an owner, contacts, notes, custom fields, and a full activity timeline.
The table shows days-in-stage so stalling deals are visible at a glance. Follow-ups appear on the Calendar and power the idle-prospect nudges on your Dashboard.
Import customers from any CSV (the import agent maps columns), and export the pipeline any time. Won and active MRR rolls into Finance so revenue is one number everywhere.