CRM Demo · Safe Mode — demonstration data only; destructive and real external actions are protected.
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Explore CRM Demo

11 installed reference features, organised using Feature Catalogue categories.

Safe demo environment
Destructive demo-user actions and real external actions are blocked. Demo data can be restored to a clean state.
Open Feature Catalogue

CRM & Customers

2 features

Leads & Conversion

2 features

Email & Communications

3 features

Learning & Help

1 feature

Calendar & Scheduling

1 feature

Monitoring & Reporting

1 feature

Operations & Integrations

1 feature
Overdue tasks
5
Open tasks past their due date
Due this week
0
Open tasks due by the end of this week
Urgent tasks
1
Open tasks marked urgent
Upcoming events
0
Events in the next 7 days

Quick Add Command

Use a favourite shortcut to quickly create a customer, task, or calendar event.

Favourite commands

Task workload

Tasks by workflow status.

Tasks completed

Completed tasks over the last 14 days.

Priority tasks

View all tasks

Columns

6 results
Task Priority Due Customer
Prepare renewal proposal
high
11 Sep
Peak Performance Coaching Ltd
Follow up after discovery call
normal
09 Sep
Northstar Property Services
Confirm installation dates
normal
13 Sep
Greenline Commercial Interiors
Review dormant account
low
16 Sep
Riverside Cafe & Catering
Website Design
normal

—

Acme Address Test Ltd
yaplex
urgent
26 Oct
Acme Address Test Ltd

Upcoming schedule

View Calendar

Columns

No results
Event When Customer Status

No calendar events

Recently updated customers

View Customers
5 results
Customer Contacts Active Last updated
Maya Taylor
0
Yes
1 month ago
Noah Walker
0
Yes
1 month ago
Olivia White
0
Yes
1 month ago
Poppy Williams
0
Yes
1 month ago
Ryan Young
0
Yes
1 month ago