Status breakdown
Recent activity
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Choose source📄
CSV file
Upload spreadsheet📊
Google Sheet
Copy & paste data🌐
Website / URL
AI extracts fields📋
Paste text
AI extracts fields📁
Drop CSV here or click to browse
Columns auto-matched to CRM fieldsDuplicate records
Flagged during import: same Company Name or Reg. No. as an existing entry.
Hi! I'm your CRM assistant. Ask me about your pipeline, request a pitch email, or ask about any company.
🏷 Status types
Drag to reorder.
🎨 Pill colours
🏢 Industry types
Add or rename. Cannot be deleted.
👤 User Management
Add users and manage their permissions.
🔐 Roles & Permissions
Manage each user's feature access.
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