crm-153

Live demo — fictional data

Contacts

12 contacts — click any of them to see the full record: timeline, deals, tasks, and invoices in one place.

NameCompanyTagsOpen dealsLast activity
David Osei

Photographer

Dr. Alan Pierce

Practice Owner

Harborview DentalVIPReferral$3,6006 days ago
Emily Chen

Owner & Head Chef

Juniper & Sage CateringNewsletter$6,5002 months ago
Hannah Fletcher

Office Manager

Harborview Dental
Jake Morrison

Operations Manager

Bluebird Coffee Roasters
Laura Bennett

Marketing Coordinator

Ridgeline Property Group$2,400
Marcus Webb

Managing Partner

Ridgeline Property GroupNeeds follow-up$7,5002 weeks ago
Nick Alvarez

Owner, Alvarez Fitness

LocalNewsletter$1,200last month
Priya Natarajan

Founder

Bluebird Coffee RoastersVIPReferral$9,2007 days ago
Rachel Kim

Ecommerce Manager

Cascade Outfitters
Sofia Ramirez

Marketing Director

Cascade OutfittersHot leadNewsletter$18,000last week
Tom Gallagher

Clinic Director

Lakeside Physical TherapyHot leadLocal$4,8007 days ago

Your real list gets search, tag and owner filters, custom fields, CSV import with dedup by email — and no cap on how many contacts you keep.

Your workspace could look like this by lunch

Import your contacts from a CSV, invite the team, and drag your first deal across the board. Free forever — unlimited contacts, unlimited teammates, no credit card.