CRM

Overview

Kanvas AI’s built-in CRM tracks the people and companies you sell to (and partner with) alongside the deals you’re working on. Contacts and companies live in tables you can sort, filter, and open in a side drawer. Deals live on their own kanban board where each column is a stage in your sales process. Everything is connected — open a contact and you see the deals and meetings that involve them; open a deal and you see its primary contact, files, notes, and email thread.

Use it for: tracking prospects and customers, running a sales pipeline, logging conversations, capturing notes from calls, and keeping every team member on the same page about who’s talking to whom.

How it works

  1. The CRM lives under its own section in the left sidebar with three top-level views — Leads, Contacts, and Deals.
  2. Contacts are individual people. Each has a name, email, phone, company, type (lead or contact), source, and an activity timeline.
  3. Companies are organisations. Each has a name, a relationship type (prospect, customer, partner, vendor), a customer status, and the contacts that work there.
  4. Deals are opportunities. Each has a value, a stage (the column it sits in on the deals board), a primary contact, an optional company, and a status.
  5. Submissions captured from a website land in Leads with their source attached. See External Form → CRM.

Usage

Add a contact. Click Add Contact in the CRM top bar. Fill in name and email (the only required fields); add phone, company, notes, and other details as needed. Contacts can be linked to a company that already exists or create a new company inline.

Add a company. Click Add Company. Set the name, relationship type, customer status, and any other details. Contacts can be added to the company afterwards.

Open a record in a drawer. Click any row in the contacts or companies table to open a side drawer with the record’s details, activity, and related records. Edit fields inline; changes save automatically.

Edit a record in full. From the drawer, click the expand button to open the full-page view with more space, a complete activity timeline, and (for deals) tabs for notes, files, and email.

Start a meeting from a contact or deal. Click Create Meeting on a contact or deal. A video meeting room is provisioned and the link is copied to your clipboard. See CRM Meetings.

Move a deal between stages. Open the Deals view. Drag a deal card from one column to another to advance it through the pipeline. Drop a card above or below others to reorder it within a column.

Filter the deals board. Use the filter bar to narrow deals by owner, value range, status, or text search.

Add notes to a deal. Open the deal’s detail view, switch to the Notes tab, and write rich-text notes — meeting recaps, decisions, next steps. Notes are visible to anyone with project access.

Attach files to a deal. Open the Files tab on a deal to upload contracts, decks, or any other documents.

Read the deal email thread. The Emails tab on a deal shows the email conversation with the primary contact if your team has connected its email source.

See past meetings on a contact. Open the contact drawer to see a Past meetings section listing every meeting held with them, with summary previews and links to the full notes.

Convert a lead to a contact. Edit any lead and change its type from Lead to Contact once you’ve qualified them.

Edge cases & limits

  • Linked but separate. Contacts and companies are linked through a relationship — deleting a company doesn’t delete its contacts, and vice versa.
  • Live updates. Changes made by teammates appear in the table and drawers without a refresh.
  • Single primary contact per deal. A deal has one primary contact at a time. Switch it from the deal detail view.
  • Lead vs. contact. Records captured from the public form integration are tagged as leads. Once qualified, switch them to contacts manually.
  • Activity is per-record. Each contact, company, and deal has its own activity timeline — meetings, status changes, notes, comments. Cross-record summaries aren’t built in; ask Kenny for a roll-up.
  • External Form → CRM — capture website form submissions as leads
  • CRM Meetings — start video meetings from contacts and deals, with AI summaries
  • Notifications — get notified when a deal you own moves or a lead is assigned to you
  • Kenny Research — ask Kenny for pipeline summaries, follow-up plans, or per-deal briefings
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