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CRM
CRM
Your central relationship hub.
Your central relationship hub.
Move your best opportunities forward by organizing client, sales funnel, and contact information all in one place.
Clear sample data
Opportunities by status
Opportunities by status
1
😴 Inactive
Ice Juice
Alanna Chowansky
$200,000
🔥 Lead
Yogis Inc.
Felix Martin
$150,000
🔭 Opportunity
Cloud Co.
Lucy Xander
$125,000
Up & Arrow
Zig Ma’lone
$50,000
🌲 Active
Handshake
Chris Andrews
Moira Boise
$70,000
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Opportunities (table view)
Opportunities (table view)
1
Company name
Amount
Status
Search
Company name
Company Contacts
i
Amount
Logo
Owner
Status
Info
Website
Company name
Company Contacts
i
Amount
Logo
Owner
Status
Info
Website
1
Cloud Co.
Lucy Xander
$125,000
🔭 Opportunity
Open
2
Up & Arrow
Zig Ma’lone
$50,000
🔭 Opportunity
Open
3
Handshake
Chris Andrews
Moira Boise
$70,000
🌲 Active
Open
4
Ice Juice
Alanna Chowansky
$200,000
😴 Inactive
Open
5
Yogis Inc.
Felix Martin
$150,000
🔥 Lead
Open
There are no rows in this table
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Contacts
Contacts
0
Name
Title
Company
Email
Birthday
Notes
Name
Title
Company
Email
Birthday
Notes
1
Chris Andrews
Head of Sales
Handshake
chris@hndshk.com
3/23/1991
2
Moira Boise
Product Manager
Handshake
mora@hndshk.com
1/23/1980
3
Lucy Xander
Operations
Cloud Co.
lxander@cloud.co
9/1/2000
4
Zig Ma’lone
CEO
Up & Arrow
zig.malone@up-arrow.io
5/7/1962
5
Alanna Chowansky
VP of Product
Ice Juice
alan@icejuice.co
8/1/1980
6
Felix Martin
CTO
Yogis Inc.
felix@yogis.co
12/16/1986
There are no rows in this table
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