Search contacts by name, email or phone
Contact details, including linked deals
Create a contact, or update it if the email already exists
List deals filtered by status, pipeline, stage, owner, dates
Deal details: stage, value, owner, contacts, products
Create a deal — accepts stage by *name*, resolved automatically
Move stage, change owner, rating, close date, pause/resume
Mark won or lost (lost reasons resolved by name)
List tasks by deal, assignee, status, type, due date
Create a task (call, email, meeting, whatsapp...) on a deal
Add a note to a deal's timeline
Pipeline health report: totals per stage, win rate, stalled deals