Contacts auto-created from email — fill in missing details.
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Details
Activity
History
Deals
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Add Contact
Add Account
Add Deal
Import Contacts (CSV)
Click to choose or drag a CSV file here Columns auto-mapped: name, email, phone, company, title, linkedin, stage, country…
Map Your Columns
⚠ Unknown Stages — Map Before Importing
Skipped Rows (suspicious names / no identifier)
Account Data Cleanup
Auditing accounts…
Nooks End-of-Day Upload
Click to choose or drag your Nooks CSV export here Matches contacts by phone number, then by name
⚠ Unmatched Prospects (will be skipped)
Add Task
Send Email
CRM behaviour
Tune how the CRM flags and prioritises your contacts.
Stale contact threshold (days)
Contacts not reached out to in this many days show an orange ● in the table
Appearance
Theme and density. Saved per device.
Theme
Light is the default. Dark is available via the sun/moon button in the header (or with the keyboard shortcut ⌘ K → "Toggle theme").
Density
Compact tightens table rows and stat cells for high-volume work; cozy is the default.
Pipeline stages
Customise the deal stages used in pipeline and contact lifecycle. Drag to reorder; changes apply immediately.
Google Calendar
Connects your Google Calendar so /book respects your real busy times and creates events with attendee invites. Scopes: calendar.events, calendar.readonly.
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Calendars used for availability
Select which calendars block /book slots. Unchecked calendars are ignored even when they contain events.
Gmail sync
Sends from your real Gmail address and pulls inbound messages from CRM contacts onto their drawers. Scopes: gmail.send, gmail.readonly. Only mail to/from CRM contacts within the last 90 days is indexed — older or cold-prospect contacts will surface zero messages, which is expected.
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Email signature (plain text)
Appended to every send below a -- separator. Leave empty to skip. Saves automatically.
Maintenance
One-shot jobs that backfill or recompute denormalised CRM state. Safe to re-run.
Backfill call logs from completed tasks
Creates missing outreach_log entries for Next Action call tasks that were marked done without using the Log button. Safe to run multiple times — skips any date where a call is already logged for that contact.
Recalculate priority scores
Scores all your contacts 0–100 based on lifecycle stage, days since last contact, data quality (phone/email/LinkedIn), and seniority. Overwrites any manually-set scores.