All accounts with ARR, renewals, contacts and custom fields
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Institution
Type/Segment
ARR
Renewal
Status
TAM
NPS
Tags
Actions
Leads
Prospects for calling, demo and sales closure
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Name
Phone
Email
Institution
Source
Assigned to
Status
Follow-up
Actions
Activity Log
All team activities — fields change based on activity type
Date
Type
Customer/Lead
Logged by
Value
Notes
Follow-up
Actions
Follow-ups
Track pending, done and missed follow-ups across the team
Invoices
Pending and paid invoices — mark payment received to update collection dashboard
Invoice #
Customer
Amount
Due date
Status
Assigned to
Paid on
Remark
Actions
Team KRA Summary
Computed from logged activities
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User management
Manage team accounts and roles
Name
Email
Role
Reports to
Phone
Status
Actions
Settings
Configure fields, activity types and platform preferences
Customer fields drag to reorder
✓ Saved
Activity settings
When on, every new activity requires a follow-up / next-action date before it can be saved. This ensures no customer interaction is left without a planned next step.
Activity types — add / manage
Add a custom activity type or remove ones you don't use. Type names also appear in the activity dropdown.
✓ Saved
Activity type — field config
Define which fields appear for each activity type
✓ Saved
Custom field labels
✓ Saved
Unique check field
Select which customer field must be unique across all records (e.g. GST number, domain)
✓ Saved
Lead — unique field
Which lead field must be unique (e.g. phone, email) to prevent duplicate leads
✓ Saved
Invoice — unique field (cheque/invoice no.)
Which invoice field must be unique (e.g. invoice number, cheque number) to prevent duplicate entries
✓ Saved
Form field visibility
Customer form: Fully configurable above — add, edit, remove, reorder fields. Activity form: Fields per activity type configured above (value, duration, outcome, churn reason, NPS, next steps). Lead & Invoice forms: Core fields are fixed; set unique-field rules above to prevent duplicates.
Data integrity summary
Onboarding Pipeline
8-stage journey from sales closure to 90-day post go-live support
Date
Customer
Stage
Metric
Value
Target
Status
Notes
Reports & Analytics
Revenue trends, team performance, churn analysis and pipeline health
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Revenue by type
Monthly revenue trend
Revenue by team member
Customer status breakdown
Churn analysis by reason
Collection efficiency
Renewal pipeline (next 6 months)
Add customer
✓ Saved
Add lead
✓ Saved
Log activity
Follow-up
✓ Logged
Add invoice
✓ Saved
Add / Edit field
✓ Saved
Expected payment date
✓ Saved
Void invoice
A voided invoice is excluded from pending dues and collections. This is for invoices generated by mistake.
✓ Voided
Mark invoice as paid
✓ Marked paid
Complete follow-up
✓ Done
Bulk update
Select a field and new value. It will be applied to all records matching the current filter/search, or only the rows you select below.
Apply to
✓ Updated
Import CSV
Update mode: First click "Export for update" to download a CSV with each record's unique ID. Keep only the rows you want to change, edit the columns you want to update, and leave cells blank to keep existing values unchanged. Then upload here — records are matched by the id column. Blank cells are never overwritten.
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Click to select or drag & drop CSV file
Supports .csv files only
Map your CSV columns to fields
Only the fields you map will be imported. Leave as "— Skip —" to ignore a column.