Use the Pipeline Board for a visual Kanban-style view of all your opportunities organized by stage: Open, Quote Sent, Pending Signature, Closed Win, and Closed Lost. Simply drag and drop opportunity cards between columns to update their status. The system automatically logs all status changes for you, so you never lose track of deal progression.

Yes! CleanerHQ supports CSV imports for both accounts and contacts. Upload your CSV file with columns for name, address, email, phone, and industry. For contacts, enable “Create Missing Accounts” to automatically create account records if they don’t exist. The system validates all data before import and reports any errors line-by-line.

Every account and opportunity has a complete Activity Timeline showing all status changes with timestamps, notes added by team members, when the record was created/updated, and who made each change. You can add new notes anytime, pin important notes to the top, and edit or delete notes you’ve created. This gives your entire team complete visibility into the client relationship history.

The CRM Dashboard shows Total Pipeline Value (sum of all open opportunities), Won Value (sum of closed-won deals), and an Opportunity Pipeline Chart with visual trend over 6 months. The Opportunities List shows each deal with its value so you can sort by value to see your biggest deals. The Pipeline Board displays deal values on each card for quick visual reference.

Absolutely! CleanerHQ supports owner assignment at both the account and opportunity level. When creating or editing an account, select an Owner from your team members. Use the Filter by Owner dropdown to see only accounts assigned to a specific person. Each opportunity can have its own owner assignment, letting you track which salesperson is responsible for closing each deal.