Open-source CRM for managing contacts, companies, and deals. Track your pipeline, log interactions,
and keep your team aligned with a clean, modern interface.
What It Does
• Manage contacts & companies with rich profiles
• Kanban deal pipeline with drag-and-drop stages
• Tasks & notes attached to any record
• Email sync to keep conversations in context
• Calendar sync for meeting scheduling
• Saved views & filters to organise your workflow
• API & webhooks for custom integrations
• Workflow automations for repetitive tasks
Getting Started
Add a Contact
Navigate to People in the left sidebar
Click the + button in the top-right corner
Enter the contact's name, email, phone, and company
Add any relevant tags or custom fields
Click Save — the contact is now in your CRM
Manage a Deal Pipeline
Go to Opportunities in the sidebar
Switch to Kanban view to see stages visually
Click + to create a new deal — set the name, value, and stage
Link the deal to a company and contact
Drag cards between stages as the deal progresses
Close a deal by moving it to Won or Lost
Log an Interaction
Open a contact or company record
Click the Timeline tab
Click + Note or + Task
Add details about the call, meeting, or follow-up
Save — the interaction is now logged on the record's timeline
Tips & Shortcuts
Shortcut
Action
Cmd+K
Open command menu
/
Quick search
Escape
Close panel / go back
• Use Saved Views to create filtered lists you return to often (e.g. "My Open Deals")
• Bulk select records with checkboxes to update multiple contacts at once
• Connect your email account under Settings > Accounts to auto-log email threads