Platform health
Connection and live system view
Connecting...
Live insights
Useful signals from the CRM
Monitoring
Uptime and incident visibility
Contact Workspace
All contacts and scope-based filtering
Contacts
Manage imports and exports
Contacts
Add a new contact
Companies
Company identity, matching, and linked contacts
Projects
All projects
Project library
Filter and choose a project
Project Setup
Create a new project workspace
Custom Fields
Manage essential and custom fields
Company fields
Essential and custom company fields
Panels
Reusable layouts, columns, and dynamic CRM views
Panel Library
Saved layouts, views, and embedded panel experiences
User Access
Users, teams, roles, and permission control
User Directory
Find and open users
Database Settings
Global system defaults and appearance
Currencies
Revenue conversion and project currencies
Projects can use any active currency here. Revenue reports convert native values back into GBP using the rate configured for each code.
Mailing providers
Add and manage delivery integrations
Provider workspace
Configuration, senders, and test email
System mail
Security and platform emails
External dialer
Embed your calling workspace
Preview
How the dialer will appear
Backup schedule
Automatic backup and retention controls
Backup overview
Status, cadence, and restore readiness
Backup library
Download, restore, and manage saved snapshots
Worker queue
Background jobs
Instance reprovisioning
Reset this CRM for a new client deployment
This action is designed for provisioning a fresh client instance from an existing CRM shell. It creates a safety backup first, then clears operational and client data while preserving the access layer and reseeding the system defaults.
Danger zone
Heavily guarded destructive reset
API access
Create and manage API keys
Keys are shown once when created. Standard API keys are for integrations, while Admin API keys can administer protected API areas.
Documentation
Reference links and runtime endpoints
Developer API guide
Human-readable endpoint guide, auth notes, filtering, pagination, and examples.
System design
High-level architecture, service layering, and scaling notes for the API foundation.
Swagger / OpenAPI runtime
FastAPI docs are available at
http://127.0.0.1:8001/docs, ReDoc at http://127.0.0.1:8001/redoc, and the raw spec at http://127.0.0.1:8001/api/openapi.json.
Active keys
Provisioned API credentials
API log
Recent API activity
Responses
Manage response actions
Response Library
Search and manage response actions
Status Tracking
Global project statuses and automation tags
Status Library
All available statuses
Email Templates
Template library
Template Library
Existing templates
Email Templates
Create a new template
Create New
Template builder
Email Templates
Edit template
Email Logs
Delivery diagnostics and message history
Filters
Find email events
Email events
Detailed email activity
Audit Log
User and system event history
Filters
Find audit events
Audit events
Global action history
Reporting
Portfolio progress and reusable report views
Preferences
User settings
Performance
Contact list behaviour
Lists currently show 100 rows per page.