Dragonfly CRM
Access restricted to Dragonfly Technologies accounts
Dragonfly Technologies logo mark / Dragonfly CRM Lite
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Next steps dueYours first, then the team's. Nothing else lives here.
DueNext stepDealCompanyOwner
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PipelineDrag a card to move it. Won asks for the agreement link; Lost asks for the reason.
Contacts
NameCompanyEmailPhoneOwnerLast activitySource
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Companies
CompanyDomainOpen dealsContactsOwnerLast activity
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Organisation

Rows in the CrmSettings list. The intake flow reads the acknowledgement from here.

This build

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New deal

New contact

New company

Log activity