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.
Funnel and board view
A funnel strip above the table shows each stage with its deal count and total MRR. Click a stage tile to filter the table to that stage. Use the Table and Board toggle to switch to a Kanban view where you can drag deals between stages. Automation workflows now live in the Automation tab at the top of the page.
Email logging
Forward or BCC client emails to your workspace's email-in address and they land on the client timeline automatically. See the "Logging emails to the CRM" article for setup.