Contacts auto-created from email — fill in missing details.
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Click "⟳ Sync News" to fetch the latest articles for your accounts.
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Details
Activity
History
Deals
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Add Contact
Add Account
Add Deal
Import Contacts (CSV)
Click to choose or drag a CSV file here Columns auto-mapped: name, email, phone, company, title, linkedin, stage, country…
Map Your Columns
⚠ Unknown Stages — Map Before Importing
Skipped Rows (suspicious names / no identifier)
Account Data Cleanup
Auditing accounts…
Nooks End-of-Day Upload
Click to choose or drag your Nooks CSV export here Matches contacts by phone number, then by name
⚠ Unmatched Prospects (will be skipped)
Add Task
Send Email
Settings
CRM Behaviour
Stale contact threshold (days)
Contacts not reached out to in this many days show an orange ● in the table
Tags — one-time SQL migration
Run once in your Supabase SQL Editor to enable tags:
ALTER TABLE public.user_contacts ADD COLUMN IF NOT EXISTS tags text[] DEFAULT '{}';
Next Action Engine — one-time SQL migration
Run once to enable automatic task creation from call dispositions:
ALTER TABLE public.tasks
ADD COLUMN IF NOT EXISTS action_type text,
ADD COLUMN IF NOT EXISTS due_time text,
ADD COLUMN IF NOT EXISTS priority text DEFAULT 'Medium',
ADD COLUMN IF NOT EXISTS status text DEFAULT 'Pending';
Deals ownership — one-time SQL migration
Run once to add per-user ownership to deals:
ALTER TABLE public.deals
ADD COLUMN IF NOT EXISTS user_id uuid REFERENCES auth.users(id),
ADD COLUMN IF NOT EXISTS owner_id uuid REFERENCES auth.users(id);
-- Backfill your existing deals (replace with your user ID from Auth > Users):
-- UPDATE public.deals SET user_id = '<your-user-id>' WHERE user_id IS NULL;
Account Enrichment
Uses your Supabase brand-scrape edge function — no API key required. Fetches description, industry, and logo from each account's website.
Zoho Mail
Get credentials at api-console.zoho.com → Self Client → Scope: ZohoMail.messages.ALL,ZohoMail.folders.READ
Account ID
Zoho Mail → Settings → Mail API → Account ID (numeric)
Client ID
Client Secret
Refresh Token
Sender Email (From address)
Sender Name
Region
Use com for US, eu for Europe, in for India, com.au for Australia