Leads, contacts, accounts, deals, tasks, calendar, bookings, documents and email, across twenty-seven screens and forty-one services. Lead conversion matches against existing accounts rather than making a second Acme Pty Ltd.
The pipeline is yours to define
Stages are data, not an enum. Drag a deal between them on the board or change it in the table; both are the same record. The board and the funnel on the dashboard are the same pipeline read two ways.
Automation that is configuration
Four separate mechanisms, all editable in the product:
- Workflow rules fire on record events — created, updated, stage changed.
- Autoresponders answer inbound mail on a schedule you set.
- Macros run a sequence of steps against a record in one action.
- Scoring rules move a lead or contact’s score as it behaves.
Every one of them writes to a log, so a record that moved can be asked why.
Search that is actually a search index
The CRM carries an in-process Lucene index. On a small dataset it falls back to a direct query — under five thousand records an index is slower than not having one — and above that it is the index. Either way you get real query syntax:
Tags:VIP AND Company:Acme* AND NOT Stage:Closed
Searches can be saved and shared with the team. From the results you can export to Excel, bulk-tag, or run the contact-enrichment agent across the whole selection.
Email that reports back
Send through Microsoft Graph, Mailgun, SendGrid, Amazon SES or SMTP; receive through Graph or IMAP. Opens and clicks are tracked, delivery failures are logged, and the suppression list is honoured by the sending layer rather than by whoever remembers. Mass sends are batched through a background job queue, so a campaign to a large list does not hold a web request open.
Targets, and honest pacing
The business plan sets annual and weekly Capture, Convert and Close targets, and the dashboard shows pace against them rather than a total. The Day Planner’s AI weekly interview reads the same pacing, so “what should I do this week” is answered against the pipeline rather than against a blank page.