Records and pipelines

Add, import, link and merge your customers, companies and deals. Move deals through the steps of your sales process (your pipeline). Filter and export lists and keep notes. Build Spaces, your own screens with the things you use most side by side.

• Add and edit recordsAdd customers, companies and deals, keep their details up to date, and choose who looks after each one.
• Work a pipeline on the kanban boardSee your deals as cards in stage columns, drag them from stage to stage, add new ones and read each stage's total.
• Filter, sort, save views and exportFind the records you want in a list, order and group them, save the set-up as a view, change many records at once and download a CSV file.
• Link records to each otherLink a contact to a company or a deal to a contact, and see the link on both records.
• Import recordsLoad a CSV file into one list, or bring several files from another CRM with the links between them kept.
• Work a recordUse a record's tabs to add notes and tasks, read its emails, chats and meetings, attach files and see its history.
• Keep notes and choose who sees themWrite notes on the Notes page, link them to your records and choose whether only you or your team can read them.
• Find and merge duplicate recordsSpot records that look like the same customer, company or deal, and merge two of them into one.
• Products and line itemsAdd products, one-off charges or rental units to a deal, and let Mesy add up the deal's value.
• Lay records out in a SpacePut a list, a record, its notes and your tasks side by side on one screen, and arrange them the way you work.
• See which units are freeCheck which rooms or units are vacant on any date, and let a unit by putting it on a won deal with tenancy dates.
• Group people into a householdPut people who live or decide together into one household, and see their chats, tasks and deals in one place.