Contacts and deals in one place

One record for every person and business, with an owner, a lifecycle stage, a source and your own custom fields. Search and filter the list to find who you need, and export contacts and companies to CSV when you want them in a spreadsheet.

Add notes and log calls and meetings by hand. The timeline on each record also shows what happened on its own: emails sent, estimates accepted, payments recorded.

A contact moves from lead to opportunity when a deal is created and to customer when a deal is won, so you can see who is a customer without keeping a separate list.

Choose what counts as a duplicate, such as the same email, the same phone or the same name and company. Each rule warns or blocks when someone saves a record, and Find and merge lets you review duplicates and pick the details to keep.

Give each task or appointment one assignee and a reminder, in the app and by email. Appointments sit on a calendar, and tasks have a list and a board.

Run several pipelines, each with the stages you choose. Add products or custom items to a deal with tax and discounts worked out for you, apply an offer code, and see a forecast of what is likely to close and which deals are at risk.