Start here

Quick start

1. Add contacts (keep Stage updated).
2. Track revenue in Deals → Pipeline.
3. Log every interaction in Activity Log → To-do.
4. Weekly: review Deals → Closing Soon and follow up.

Contacts

Deals

Activity Log

Overview

A lightweight CRM to track contacts, deals, and every interaction in one place.

Quick start

1. Add contacts.
2. Create a deal and link it to the contact.
3. Log every interaction in Activity Log.
4. Review your pipeline weekly.

How to use

<aside> 👋

1. Add contacts as they come in. 2. Move them through stages. 3. Log every interaction. 4. Track deals to close. </aside>