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CRM

Organize your clients, sales funnel and contact information all in one place

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Move your best opportunities forward by organizing client, sales funnel, and contact information all in one place. We populated the tables below with sample data.

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Add Company

CRM: By Status

Juice Inc.
$200,000
Firm Collective
Yogis World
$150,000
Cloud Co.
$125,000
Bo & Arrow
$50,000
Handshake
$70,000

Companies

Search
Company name
Company Contact
Amount
Logo
Owner
Status
Info
Website
Cloud Co.
$125,000
cloud.png
Bo & Arrow
$50,000
bow arrow 1.jpeg
Handshake
$70,000
co-create.png
Juice Inc.
$200,000
icons8-logo-50.png
Yogis World
$150,000
yogis.png
Firm Collective
squarezoom.png
There are no rows in this table

Contacts

Search
Open
Name
Photo
Title
Company
Email
Phone
Link
More Info
Birthday
Client
Website
Quick Notes
Location
Select All That Apply to You
Curtis Smith
Curtis Profile Pic - 2024 - Square.JPEG
Founding Member
(541) 527-5058
May 24
Chris Andrews
Head of Sales
Mar 22
Moira Boise
Product Manager
Jan 22
Lucy Xander
Operations
Aug 31
Zig Ma’lone
CEO
May 7
Alanna Chowansky
VP of Product
Jul 31
Felix Martin
CTO
Dec 15
Curtis Smith
(541) 527-5058
There are no rows in this table

Quick Notes

Search
Done
Topic
Notes
Date
Driver
Contacts
Company
Demo prototype
Open
Tue, Jan 25
Share & discuss Q2 OKRs
Open
Tue, Feb 22
Discuss team budget
Open
Tue, Mar 1
There are no rows in this table

Contacts with Attributes

Photo
Name
Title
Company
Phone
Email
Birthday
Client
Location
Kingly Gifts
Redemptive Gifts
Church Gifts
5-Fold Office
Hard Skills
Quick Notes
Pod
Initiatives
Divisions
Pillars
Select All That Apply to You
Docs
Website
Curtis Profile Pic - 2024 - Square.JPEG
Curtis Smith
Founding Member
(541) 527-5058
May 24
Chris Andrews
Head of Sales
Mar 22
Moira Boise
Product Manager
Jan 22
Lucy Xander
Operations
Aug 31
Zig Ma’lone
CEO
May 7
Alanna Chowansky
VP of Product
Jul 31
Felix Martin
CTO
Dec 15
Curtis Smith
(541) 527-5058
There are no rows in this table


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