CRM

Workspace CRM for accounts, leads, contacts, deals, and lists. Soft Wall gates paying stages and enroll.

Funnel snapshot

Live funnel KPIs for this workspace. Empty workspaces show zeros; no demo data.

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Soft Wall CRM approvals

Pending CRM Soft Wall items (enrich, enroll, merge, stage, kill switch). Approve or reject here.

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CRM surfaces

Pipeline board

Kanban by canonical CRM stage.

Workflows

Canvas builder, validate, simulate, publish.

Analytics

Semantic funnel, guards, and drill-down.

Ops centre

Live runs, approvals, alerts, kill switches.

Leads

Review and edit CRM leads.

Contacts

People with email or phone.

Accounts

Companies and organisations.

Deals

Opportunities toward paying.

Lists

Named sets for review and enroll.

Jobs

Discovery and enrich history.

Inbox

Replies, stage suggestions, takeover, complaints.

Deliverability

Sender readiness, bounce and complaint rates.

Outbox

Pending, failed, and dead-letter sends.

Merges

Identity merge Soft Wall suggestions.

Contactability

Allow, deny, or needs_review decisions.

Settings

Kill switches, cadence caps, policy notes.

Enrich

Sheet preprocess upload, map, Soft Wall apply.

Discover

Find companies and run discovery adapters.

Suppressions

Suppression manager; always wins over consent.

Soft Wall outreach

Sequences, campaigns, send approvals.

Legacy leads

Deep-link to the older leads surface.

Keprix

CRM

Funnel snapshot

Soft Wall CRM approvals

CRM surfaces

Agent context