Change password

Upload new leads

Drop an Excel or CSV file anywhere on the CRM, or open the uploader here.

Bring across old progress

Import the crm-progress.json file exported from the old CRM.

Zachary’s Zoom link

Checking the Zoom connection…

Duplicate check

New uploads, added contacts and edits are checked for duplicates automatically. This scans everyone already in the CRM.

Phone dialler

Call any lead from inside the CRM. Click a phone number in a call list or on a contact and it dials in this tab — you speak through your headset.

Your email signature

A signature matching the website for Outlook. Each person copies their own when signed in.

Meeting confirmation email

The email that opens in Outlook after a Zoom call is booked, sent from whoever booked it: the meeting details, a key terms table and a risk warning. Shared by everyone on the team. Check the figures and warning with your compliance adviser before first use.

Team names

How each person appears on the Dashboard and in activity logs.

Callback alerts

When a callback you booked is due, a full-screen alert flashes up, the browser tab flashes, and a chime plays. Keep the CRM open in a tab to receive them.