Filter, find duplicates, and build dashboards — three features that turn a contact list into something you can actually work with.
What's new
- Saved views — Filter and sort any entity list, then save it as a named view. Share views with your team or keep them private. Switch between views instantly.
- Duplicate detection — We flag potential duplicates based on email, phone, or name similarity. Review matches side-by-side and merge them with one click — fields, activity, and relationships all get combined.
- Stats dashboard — Build custom dashboards with panels that aggregate your data. Count deals by stage, sum revenue by month, or track any metric you care about. Panels update live.
- Unique fields — Mark fields like email or deal name as unique. We'll block duplicates at creation time so you don't have to clean them up later.