Contacts and pipelines
Manage contacts, tag and segment them, and move deals through stages.
Contacts and pipelines
Contacts
Every person or company you deal with. Sources:
- Form submissions (auto-created)
- Manual entry
- CSV import (CRM → Contacts → Import)
- API —
POST /api/v1/contacts
Every contact has a Timeline — every email, call, note, estimate, invoice, and payment in chronological order.
Tags and segments
Tag contacts freely (vip, hvac-summer-2026, winback). Segments are saved filters — reusable across email campaigns and automations.
Pipelines
A pipeline is a series of stages. Every deal moves left-to-right.
Create: CRM → Pipelines → New. Add stages, assign colors, set win probability per stage.
Kanban view: drag deals between stages. Every move is logged and can trigger automations.
Filters: view by owner, stage, tag, value, or age.
Ownership and assignment
Assign a deal to a user. Round-robin and load-balanced assignment rules configurable per source form.