Contacts & Pipeline

A real customer database, finally.

Every contact, lead, and note — organized the way your business actually thinks about customers, not the way a generic spreadsheet forces you to.

Built-in and custom fields

Start with the fields every business needs — name, email, phone, company — then add your own: policy number, lease renewal date, favorite technician. Group them into sections that match how you work.

Tags that mean something

Tag a contact “Past Client” or “Needs Follow-Up” and use it to filter lists, trigger automations, or send a targeted email broadcast in one click.

Deal pipeline

Set up the stages that match your actual sales process, move deals as they progress, and see what's open at a glance — linked directly to the contacts and companies behind them.

Import without the headache

Bring your existing spreadsheet in with CSV or Excel import — map your columns to Depot CRM's fields once, and duplicates get matched by email automatically.

Bring your contacts into one place.

No credit card required. Set up your customer home base in a few minutes.