CRM & Contacts

Know Every Customer. Close Every Deal.

All your contacts, conversations, and deals in one place. No more spreadsheets, sticky notes, or trying to remember who said what. Open Doors gives you the full picture so you can focus on building real relationships.

Contacts
24 total
SM

Sarah Mitchell

Bloom Studio

Active
JC

James Chen

Riverstone Co

New Lead
PP

Priya Patel

Oakfield Dental

Proposal
ML

Marcus Lee

Apex Roofing

Won

Pipeline

Recent Activity

Email opened by Sarah Mitchell

2 min ago

New lead from website form

18 min ago

Deal moved to Proposal

1 hr ago

Contact Management

Everything you need to stay organised

A contact record that actually tells you something useful. Not just a name and number, but the whole story.

Contact Profiles

Every detail about a contact in one place. Phone, email, notes, history, tags, and custom data.

Smart Tags

Label contacts however makes sense for your business. Filter and find anyone in seconds.

Activity Timeline

See every email, call, text, and meeting in chronological order. Nothing falls through the cracks.

Custom Fields

Add the fields your business needs. Birthday, pet name, referral source, whatever matters to you.

Import / Export

Bring contacts from spreadsheets, other CRMs, or Google Contacts. Export any time you need to.

Duplicate Detection

The system flags potential duplicates so you never accidentally reach out to someone twice.

Segmentation

Build dynamic lists based on tags, activity, location, or any custom field. Send targeted campaigns.

Notes & Tasks

Drop a note on any contact. Set a follow-up task with a due date so nothing gets forgotten.

Communication History

Emails, SMS, calls, and chat messages all in one thread. Your team always knows what was said.

Sales Pipeline

See your deals at a glance

Drag and drop deals between stages. Know exactly where every opportunity stands and what needs your attention next.

New Lead

12

Contacted

8

Qualified

5

Proposal

3

Negotiation

2

Won

7

Drag-and-drop deals

Move a deal from one stage to the next with a simple drag. Your whole team sees the update instantly.

Custom stages

Rename stages, add new ones, or remove what you do not need. Make the pipeline fit the way you sell.

Revenue forecasting

Assign values to deals and watch your projected revenue update in real time as things move forward.

A Day With Open Doors

What your day looks like with a CRM that works

No more chaos. Here is how a typical day unfolds when your contacts, pipeline, and follow-ups are all handled for you.

8:00 AM

New lead notification pops up

9:30 AM

Automated follow-up email sent

11:00 AM

Move deal to "Proposal" stage

2:00 PM

Client books a call through your calendar

4:00 PM

Review your pipeline dashboard

Works with tools you already use

Connect your email, calendar, payment provider, and more. No code required.

Gmail
Outlook
Google Calendar
Zapier
Stripe
QuickBooks
Slack
Google Sheets

Start managing your contacts the smart way

Set up takes minutes, not days. Import your contacts, see your pipeline, and start closing deals today.