Stay organised
Edit your whole book of business on one grid
A bulk-edit data grid across every company you manage: filter, sort, and update in place at portfolio scale, without exporting to a spreadsheet and importing the regret.
Spreadsheet speed, database truth
Inline editing across hundreds of companies at once, saved straight to the CRM with no round-trip through CSV files.
Slice the book any way you need
Filter and sort by owner, stage, value or any field to isolate exactly the slice of the portfolio you are working.
Data layers, side by side
With data layers enabled, external columns appear alongside your CRM fields, turning the grid into a monitoring station.
Works with
Ready to see it with your own pipeline?
Start free, or book a demo and we will walk it through with you.