Today

Outreach

Cold engine — separate from the pipeline until they bite

Pipelines

Contacts

Appointments & tasks

show past

Settings

Cadence tiers

Next touch due = last touch + the tier interval. Logging any touch resets it.

Back up everything

One JSON file with every record and every logged history. This is the file to hand Claude if anything ever needs restoring — the CSVs below are for reading in a spreadsheet, not for rebuilding. Worth doing monthly.

Restore from a backup

Loads a backup file straight back in. This is how you move everything to a new copy of the app without touching a database. Records already here with the same id are left alone unless you tick replace.

Replace records that already exist

Export to CSV

Storage

Keyboard

⌘K search · N new person · C new company · D new deal · T new task · L log touch · 1–5 views · Esc close