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CRM

Your central relationship hub.
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Move your best opportunities forward by organizing client, sales funnel, and contact information all in one place.
Clear sample data
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Companies by status
1
😴 Inactive
🔥 Lead
🔭 Opportunity
🌲 Active
Juice Inc.
Alanna Chowansky
$200,000
Buck Dubois
Yogis World
Felix Martin
$150,000
Lola Tseudonym
Cloud Co.
Lucy Xander
$125,000
Lola Tseudonym
Bo & Arrow
Zig Ma’lone
$50,000
Joel Davis
Handshake
Chris Andrews
Moira Boise
$70,000
Buck Dubois
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Companies
1
Company name
Amount
Status
Search
Company name
Company Contacts
i
Amount
Logo
Owner
Status
Info
Website
1
Cloud Co.
Lucy Xander
$125,000
cloud.png
Lola Tseudonym
🔭 Opportunity
2
Bo & Arrow
Zig Ma’lone
$50,000
bow arrow 1.jpeg
Joel Davis
🔭 Opportunity
3
Handshake
Chris Andrews
Moira Boise
$70,000
co-create.png
Buck Dubois
🌲 Active
4
Juice Inc.
Alanna Chowansky
$200,000
icons8-logo-50.png
Buck Dubois
😴 Inactive
5
Yogis World
Felix Martin
$150,000
yogis.png
Lola Tseudonym
🔥 Lead
There are no rows in this table
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Contacts
Name
Title
Company
Email
Birthday
Notes
1
Chris Andrews
Head of Sales
Handshake
chris@hndshk.com
Jul 16
2
Moira Boise
Product Manager
Handshake
mora@hndshk.com
Jan 23
3
Lucy Xander
Operations
Cloud Co.
lxander@cloud.co
Sep 1
4
Zig Ma’lone
CEO
Bo & Arrow
zig.malone@bo-arrow.io
May 7
5
Alanna Chowansky
VP of Product
Juice Inc.
alan@icejuice.co
Aug 1
6
Felix Martin
CTO
Yogis World
felix@yogis.co
Dec 16
There are no rows in this table
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Meeting notes
Done
Contacts
Driver
Search
Done
Topic
Notes
Date
Driver
Contacts
Company
1
Demo prototype
Tue, Jan 25
Buck Dubois
Moira Boise
Handshake
2
Share & discuss Q2 OKRs
Tue, Feb 22
Lola Tseudonym
Lucy Xander
Cloud Co.
3
Discuss team budget
Tue, Mar 1
Joel Davis
Zig Ma’lone
Bo & Arrow
There are no rows in this table
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