Pipeline funnel
Overdue follow-ups
Recent activity
Team pipeline
| Owner | Open | Open $ | Won |
|---|
—
Meetings
Follow-ups
Tasks
Tasks (done)
Sales leaderboard (open pipeline value)
Pipeline by source
Sales velocity (avg days per stage)
Win rate by source
Deal aging (open leads by days since last contact)
Activity by team member (last 30 days)
Use
{{firstName}}, {{company}}, {{title}}, {{ownerName}} as merge fields.
CRM team (0)
| Name | Role |
|---|
Admin only. Multi-user is local — switch users via the avatar in the top-right.
Data management
Everything lives in this browser's localStorage. Export regularly to back it up.
External integrations (optional)
These settings are stored locally so your code can read them via KeziCRM.getSettings(). Wire them in via the integrations layer when ready.