CRM

Pipelines, lead profiles, notes, tasks, custom fields, import and export.

• Pipelines and stagesTrack every conversation on a kanban board or table, create pipelines for sales, fundraising or grants, and customize their stages.3 min
• Lead profilesEverything in the lead drawer, from verified contacts and provenance to the activity timeline, and how to open a lead as a full page.3 min
• Notes, tasks and tagsRecord context with notes, plan follow-ups with tasks and due dates, and organize leads with tags you can filter and bulk-apply.2 min
• Custom fieldsAvailable on StarterAdd your own fields to every lead, choose a type, and use them in table views, exports and merge tags.2 min
• Import a CSVBring your existing contacts into OmniLead, map columns, preview duplicates before anything is written, and set a lawful basis.3 min
• Export leadsExport leads to CSV or JSON from any list, pipeline or selection, with only revealed contact fields and their sources.2 min
• Bulk actionsSelect many leads at once and tag them, move their stage, change their owner, enroll them in a sequence, reveal, export or delete them.3 min