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CRM
Organize your clients, sales funnel and contact information all in one place
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.
Add Contact
Add Company
CRM: By Status
Companies
Company name
Amount
Status
Search
Company name
Company Contact
Amount
Logo
Owner
Status
Info
Website
7
😴 Inactive
There are no rows in this table
Contacts
Name
Photo
Client
Company
Location
Search
Open
Name
Photo
Title
Company
Email
Phone
Link
More Info
Birthday
Client
Website
Quick Notes
Location
Select All That Apply to You
1
Curtis Smith
Founding Member
Firm Collective
(541) 527-5058
May 24
Share & discuss Q2 OKRs
⛰️ Redding, California | 🇺🇸 USA
Patriot
Deliverance Ministry
8
9
Curtis Smith
(541) 527-5058
Prophet
Apostle
Revivalist
Reformer
Pioneer
Visionary
Entrepreneur
Creative
Podcaster
Political Voice
Christian Influencer
Conservative Influencer
Leader
Networker
Patriot
There are no rows in this table
Quick Notes
Done
Contacts
Driver
Search
Done
Topic
Notes
Date
Driver
Contacts
Company
1
Demo prototype
Open
Tue, Jan 25
2
Share & discuss Q2 OKRs
Open
Tue, Feb 22
Curtis Smith
Firm Collective
3
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
1
Curtis Smith
Founding Member
Firm Collective
(541) 527-5058
May 24
⛰️ Redding, California | 🇺🇸 USA
Words of knowledge
Faith
Prophecy
Discernment
Leadership
Exhortation
Prophecy
Apostolic
Prophetic
Teaching
Apostle
Visionary
Share & discuss Q2 OKRs
Pod Steward
Overseer
Governing Council
One Accord
Elemint Exploration
The Answer
Avoda Summit
Elemint
Firmchain
Atonemint
One Accord Network
Atonemint
Firmchain
Avoda
Firm Ministries
Ministry
Infrastructure
Commerce
Treasury
Community
Governance
Patriot
Deliverance Ministry
8
9
Curtis Smith
(541) 527-5058
Prophet
Apostle
Revivalist
Reformer
Pioneer
Visionary
Entrepreneur
Creative
Podcaster
Political Voice
Christian Influencer
Conservative Influencer
Leader
Networker
Patriot
There are no rows in this table
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