Platform health
Core services and workspace readinessLive insights
Useful signals from across the CRMContact Workspace
Create a contact record and link it to the right company, project, source, and status.
Project Setup
Company fields
Projects can use any active currency here. Revenue reports convert native values back into GBP using the rate configured for each code.
Configuration, senders, and test email
Monitor and improve the quality of your CRM data.
Issue groups
Country distribution
Sample issue queue
Samples are capped for browser speed. Use issue filters to focus cleanup, then open matching records in the workspace.
Configure how often backups are created and how long they are kept.
Current system backup configuration and status.
Keep backups healthy and storage optimized.
Browse, download, restore, and manage saved snapshots.
Deploy uses the production release script, captures a pre-deploy backup, restarts services, waits for health, and records the result in the audit log.
View deployment history, rollbacks, and system events.
Send an immediate popup announcement to active CRM users and agents. Messages remain available until acknowledged, ended, or expired.
Rollback changes the deployed code version using the server release script. It does not restore the database.
Remove specific data while preserving the rest of your CRM configuration and settings.
Removes contacts, assignments, company links, custom field values, email/campaign memberships, and related records.
Removes master companies, aliases, locations, merge rules, and master-company links.
Reprovision this CRM for a new client deployment.
This action creates a safety backup, then clears operational and client data while preserving the access layer and resetting the system defaults.
Safety step: A pre-reset backup is created automatically before the destructive wipe begins.
This will permanently reset your entire CRM instance.All operational data, configuration, and settings will be removed.
Backups are stored in the external backup library and can be restored if needed.
Credentials are protected and never returned to the browser.
Inline checks run securely without interrupting the contact workflow.
Results are shown beside the email field. No separate verification activity feed is currently stored.
Manage project statuses, their priorities, colors, and global category mappings.
Email Templates
Create, manage, and organize email templates for your campaigns.
Marketing > Email Templates > Create Template
Create and customize HTML email templates.
Email Templates
Manage your interface preferences, security, and communication tools.
Keep your account secure with a strong password.
Choose what you want to be notified about.
These preferences are saved for the current user and browser. They don't affect other users in your organization.