Unify your contacts, companies, deals pipeline, and activity audit timeline. Enforced by PostgreSQL Row Level Security (RLS) for ironclad multi-tenant data isolation.
Every feature performs real database actions. No simulated backends or dummy placeholders.
Create, view, edit, archive, and tag contacts and organizations. Filter by lifecycle stage (Subscriber, Lead, MQL, SQL, Customer) and lead status.
Explore ContactsTrack revenue, forecast deals, manage probability, and transition stages from Lead to Closed Won. Switch seamlessly between Kanban board and table views.
View Pipeline BoardImport thousands of contacts with automated column detection, field mapping, strict email validation, and intelligent duplicate skipping or updating.
Import CSV FileStrict tenant isolation verified in automated test suites
Every CRM record (contacts, companies, deals, activities, tasks) includes a mandatory workspace_id foreign key.
PostgreSQL policies prevent users from querying, modifying, or deleting records outside of their authenticated workspace memberships.
Database schemas and architectural blueprints are already initialized and waiting for Phase 2 activation.