Companies
Search, custom fields, ownership.
List view with full-text search. Detail view with inline-edit fields. Domain-based dedup on import. Owner-scoped RLS so reps see only their book.
Contacts
Auto-linked to email + calendar.
Microsoft 365 sync pulls inbound mail and meetings, auto-links emails to contacts by from-address. EmailList on every contact detail page shows intent-tagged threads.
Deals
Inline-edit everything.
Cross-pipeline table with search. Detail view with inline-edit amount, status, stage. AI score and risk flags written by the background worker.
Pipeline
Per-pipeline kanban. Drag to stage.
Multi-pipeline tabs. Drag-to-stage with optimistic updates and error rollback. Four default pipelines seeded; customizable by admins.
Activities
Notes, tasks, calls, meetings, emails.
ActivityComposer + ActivityTimeline on every company, contact, and deal detail page. Tasks get due dates and completion checkboxes; overdue tasks highlighted cinnabar.
Inbox
AI suggestions. Accept or dismiss.
Pending AI suggestions land here as cards. Each one is a draft email, next action, or score change waiting on your call. Open, accept, or dismiss in one click.
Tasks
Cross-entity, sorted by due date.
Every open task across every company, contact, and deal in one list. Sorted by due date with overdue rows pulled to the top.
Cmd+K
Jump anywhere in one keystroke.
Cmd+K (or Ctrl+K) opens the global command palette. Cross-entity search across companies, contacts, deals, plus nav and create actions. Arrow-key navigation, 120ms debounce.
Reports
Status rollups + pipeline by stage.
Open / Won / Lost rollups with total value, deal count, win-rate. Open-pipeline-by-stage table with brand badges. Tabs for cross-pipeline views.