Dragonfly CRM

Your account can read the CRM but not change it, so this page is closed to you.

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Import companies, contacts and deals

One row per company, contact or deal. Rows that match a record you already have update it; the rest are added. Nothing is deleted, a blank cell never clears anything, and nothing is written until you have read the preview and clicked Import.

Premium · Fill the form with AI

Paste notes, an email signature, a list or a spreadsheet's rows, and the form below is filled in for you to check and edit. Nothing is written until you click Import. What you paste leaves your tenant for the duration of the request, together with the instructions the AI is given, which name this CRM's deal stages, sources and lost reasons. No company, contact or deal already in your CRM is sent. It goes to an AI service Dragonfly runs in Azure. Strip credentials and anything you would not send by email before pasting.

Companies

Matched to a company you already have by domain, then by name. Contacts and deals below can name these companies.

Name required	Domain	More	Remove

Contacts

Matched by email. A contact with no email is always added as new. The company must be one you already have or one listed above.

First name	Last name	Email	Company	More	Remove

Deals

Matched by deal number when you give one (under More), otherwise by name and company. The contact is found by email. A new deal gets the next deal number when it is imported.

Deal name required	Company	Contact email	Stage	Value	Expected close	More	Remove

Advanced · manifest JSON (Dragonfly staff)

What the form produces, as JSON. Paste or choose a manifest and load it into the form; Check shows the JSON the form will import.