DISCOVER

Search & Capture

LEAD DATABASE

Manage your pipeline

Lead Stage Contact Follow-up Value

ACTION QUEUE

Due and upcoming

FUNNEL

Stage conversion

DISTRIBUTION

Pipeline status

ACTIVITY

Contact activity — last 14 days

PERFORMANCE

Conversion breakdown

RECENT

Latest activity

DEFAULTS

Workspace preferences

BACKUP

Import and export

Local-first safety

Every cloud save is mirrored to this browser. Export a JSON backup before major changes or migrations.

DEPLOYMENT

System status

DANGER ZONE

Reset local data

This clears only the browser’s local database. Cloud D1 records are not deleted.

LEAD RECORD

Add lead

Identity & contact

Pipeline

Follow-up

TOUCHPOINT

Log activity