CRM: manage leads, run your pipeline and set up automations

The CRM module bundles your sales pipeline, customer list and automations in one place. Drag leads through stages, log activities, and let recurring follow-ups get created automatically.

1. 1

   The three tabs: CRM, Customers, Network

   The module has three separate areas up top. "CRM" is the sales pipeline with every lead grouped by stage. "Customers" shows the same contacts as a sortable table across all stages. "Network" is a fully separate contact database for freelancers, partners, vendors and agencies — it has nothing to do with the lead pipeline, it just shares the navigation.

2. 2

   Board or list, filter and search

   In the top right you switch between the Kanban board (one column per stage) and a list view. The filter icon opens stage, source, assignee and tag filters; the search field matches company, contact name and email. Every filter is reflected in the URL, so a link is shareable with the current filter state.

3. 3

   Create a new lead

   "New Lead" opens a form with live search across existing contacts — pick one and company, contact person and revenue figures are filled in automatically. Required fields are the company name and stage; the revenue type (one-time, weekly, monthly, yearly) determines which suffix shows next to amounts later.

4. 4

   Drag leads through the pipeline

   In the Kanban board, drag a lead card into another column to change its stage — there's no save button, the change applies immediately. While dragging a card, a bar with your team's avatars appears at the bottom of the screen: drop the card on a person there instead, and the lead is reassigned to them rather than changing stage.

5. 5

   Lead detail: activities and linked projects

   Clicking a card opens the detail page with an activity feed (note, call, email, meeting — stage changes are logged automatically) and a "Linked Projects" panel to connect the lead to an existing project. Top right lets you export the lead as a file or delete it.

6. 6

   Settings: customize stages

   The gear icon opens CRM settings with two tabs. The "Stages" tab lets you add your own pipeline columns, rename them, change their color, reorder them with arrow buttons, and optionally set a win probability percentage per stage — this is stored for later reporting only and doesn't affect anything visible yet.

7. 7

   Settings: webhooks (integrations)

   The "Integrations" tab is the least obvious but most powerful part of the module. Inbound: a fixed endpoint URL plus a secret that lets external forms or tools create new leads automatically via a POST request — the secret is shown in plain text by default when you open the dialog, and can be rotated with one click (instantly invalidating the old one). Outbound: a webhook URL you provide, which receives a signed JSON payload on lead events (HMAC-SHA256 in the X-Webhook-Signature header) — "Learn more" expands the exact request/response format with a sample payload for either direction.

8. 8

   CSV import and export

   The two icons next to the gear import or export the full lead list as CSV. Export triggers a direct download link; import opens a dialog with column mapping.

9. 9

   Set up automations

   The lightning icon leads to "CRM Automations" (its own page, not part of the settings dialog). A rule consists of a trigger — stage changed to a specific stage, or X days without activity — and an action — automatically create a task (with a due date in days) or add a tag. Each rule shows how often and when it last fired. Only Owner and Admin see the editing controls; other roles see the list read-only with a matching notice.