Contacts and Deals Overview

ProFlow's built-in CRM helps you track relationships and opportunities alongside your projects.

Contacts

Contacts are people you interact with—leads, clients, partners. Each contact record includes:

• Contact info: Name, email, phone, company
• Notes: Internal notes about the relationship
• Deals: Opportunities linked to this contact
• Activities: Calls, meetings, emails you've logged
• Tags: Custom labels for filtering and organization

Deals

Deals represent potential revenue. Each deal moves through your pipeline stages:

• Value: Expected revenue
• Stage: Where it is in your sales process
• Contact: Who you're selling to
• Close date: When you expect to close
• Probability: Likelihood of closing

The Pipeline View

See all your deals at a glance with the Kanban-style pipeline. Drag deals between stages as they progress.

Tips

• Link contacts to deals to see the full relationship
• Use tags to segment your contacts
• Log activities to keep a history of interactions
• Set close dates to forecast revenue