The day-to-day CRM.

Contacts

The contact list lives at the top of the left sidebar. Each contact has the basics (name, phone, email, company, position), an address book (multiple addresses, primary pin), tags, custom fields, deals, notes, tasks, and a full timeline of every text/call/email exchanged with them.

Click any column header to sort. Filter via the search bar or via saved views (left sidebar → click the + under "Saved views" to make one).

Deals

Deals belong to contacts (or to companies). Each one has a title, value, stage (Lead → Qualified → Proposal → Won/Lost — customize at Settings → Deal stages), and an expected close date. View as a list or as a kanban board (top-right toggle on the Deals page).

Tasks, events & appointments

Same calendar, three flavors:

• Task — a due-by-date item ("Follow up with Bob"). Recurrence supported (every Mon, every 2 weeks, etc.).
• Event — start + end time on a specific day ("Team standup, 9-9:30")
• Appointment — start + end + location ("Coffee with Sue at Pilot, 3pm")

They live in the Tasks tab, color-coded by type. Click any day on the calendar to add one for that date.

Companies

Like contacts but for organizations. Linking a contact to a company auto-groups them on the company's detail page.

Tags

User-defined labels. Apply to contacts in bulk from a filtered list (Actions → Tag). Tag definitions live at Settings → Tags.