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CRMRelationships with a clear next step

Every relationship deserves a clear next step.

Connect contacts and companies to your deals. Move opportunities through a visual pipeline, log conversations, and set dated tasks so the next follow-up starts with context.

Build your customer workspaceExplore the possibilities
One account. Your entire workflow.
Make room for your best work
AppStruct CRM
CRMLaunch workspace
AKS

Illustrative CRMFictional records

Every deal has a place.

An example sales pipeline

New1 example deal

Website project

North Studio

$4,200
Alex Morgan

Follow-up1 example deal

Product rollout

Forma Works

$6,400
Maya Chen

Demo1 example deal

Team workspace

Atlas Lab

$3,600
Sam Rivera

Sample stages, deal values and owners.

Interactive exampleExplore the tabs above
APPSTRUCT CRMYour next idea starts here.
Contacts, companies and dealsA visual sales pipelineProject analytics in one place

KNOW THE PERSON. UNDERSTAND THE RELATIONSHIP.

A fuller picture before the next conversation.

Connect the people you talk to with their companies and deals. Keep the details together, so the next conversation starts with context instead of another search.

  • Keep contact details and lifecycle stages in one record.
  • Connect people, companies, and the opportunities you are working on.
  • Open the notes and history when you need the detail.
Build your customer workspace
The relationship, connectedInteractive example
CONTACT RECORD

Alex Morgan

Operations lead

Qualified
Linked companyNorth Studio
LINKED DEALClient workspaceNorth Studio · $4,800

Illustrative records and amounts. These are not customer data.

THE NEXT STEP, IN PLAIN SIGHT

See where every opportunity stands.

Bring the deal, value, company, and owner into one visual pipeline. Move an opportunity through supported stages as the conversation develops.

SAMPLE PIPELINE$21,6003 illustrative deals · USD
A pipeline you can work throughInteractive example

New

1

$4,800

North Studio

Client workspace

$4,800
JJamieExample deal

Follow-up

1

$7,200

Avery Labs

Team onboarding

$7,200
TTaylorExample deal

Demo

1

$9,600

North Studio

Project rollout

$9,600
JJamieExample deal

Choose an example deal, then change its stage. Values illustrate deal amounts, not a revenue forecast.

Alex Morgan · relationship historyInteractive example
Call logged2 Nov · Example history

Discussed the client workspace and agreed to share a brief.

Manually recorded interaction
Note2 Nov · Example history

The team wants to review a shared client workspace before the next call.

Follow-up taskDue 4 Nov 2026
Open task · Example data

Notes and task changes stay in this example. Logged calls and emails describe interactions; they do not place calls or send mail.

REMEMBER THE DETAIL. KEEP THE NEXT ACTION CLOSE.

Pick up the relationship where you left it.

Keep notes, manually logged interactions, and dated tasks on the record. Return to what was discussed, what matters, and what should happen next.

  1. 01

    Capture the conversation

    Add a note or log a call, meeting, or email so the useful context has a home.

  2. 02

    Give the next step a due date

    Record a task and mark it complete when the work is done.

  3. 03

    Find the detail again

    Filter the timeline to focus on the notes or activities you need.

A WORKING VIEW THAT FITS YOUR TEAM

Keep the useful fields. Find the right records.

Search and filter contacts, switch between table and grid views, and define custom properties for the details your team wants to record.

Your records, organised your way
Your example contact viewInteractive example
Illustrative CRM contacts
ContactCompanyLifecycleLead source
Alex Morgan[email protected]
North StudioQualifiedReferral
Maya Chen[email protected]
Avery LabsInterestedWebsite enquiry
Sam Rivera[email protected]
North StudioNewEvent

3 example contacts shown. Lead source is an illustrative custom property entered on the record.

Bring existing records with you.

Import CSV or Excel files, map columns to CRM fields, and review validation and duplicate choices before importing.

Take the right data into the next step.

Export selected or filtered records to CSV or XLSX and choose the columns you need.

CUSTOMER CONTEXT. PROJECT TRAFFIC.

See how people find your projects.

Explore collected visitor and pageview data, acquisition sources, and device information from the analytics area alongside your CRM tools.

Choose the project traffic to review

Look at visitor and pageview trends for the selected project as data is collected.

Keep the scope clear

CRM record summaries are workspace totals. The project selector applies to the traffic panels.

Keep traffic and relationships distinct

Visitor analytics describe traffic. Contacts, companies, and deals are the relationship records you manage.

Traffic analytics need collected project data. Example figures illustrate the interface and do not represent AppStruct results.

Project traffic · illustrative dataInteractive example
Visitors1,200Five illustrative days
Pageviews2,800Five illustrative days
Example visitors over five days
EXAMPLE ACQUISITION SOURCES
Direct
640
Search
360
Referral
200

Example project: Launch site. Figures are sample traffic, not sales conversion or revenue attribution.

START WITH YOUR NEXT CUSTOMER CONVERSATION

Turn a relationship into a clear next step.

Start with one contact and the opportunity in front of you. Bring the context together, decide what comes next, and build a working CRM from there.

Build your customer workspaceYour contacts, companies, deals, and working context in AppStruct.

A clear next step for every promising conversation.

  1. 01
    Connect the relationship

    Create the contact, connect the company, and capture the useful details.

  2. 02
    Give the work a stage

    Add the deal, amount, and owner. Move it through supported stages as the conversation develops.

  3. 03
    Keep the next action close

    Record the next action with a note or dated task so the follow-up has context.

MORE THAN ONE TOOL

Good work connects.

Your files, ideas, conversations and customers. Find their next home in AppStruct.

Calendar

Less scheduling, more meeting

Sheets

Clarity for your numbers

Chat

A home for every conversation

Have an app idea? Explore the no-code builder

A FEW THINGS TO KNOW

Good questions.
Clear answers.

Still have a question? Talk to us

What can I organize in CRM?

Keep contact details, company information, and deals in your AppStruct workspace. Link people and companies to opportunities, then add notes, activities, and custom fields as each relationship develops.

Does the pipeline use the same deals as my records?

Yes. The sales board groups your deals by stage. Move a deal between supported stages or open its details to update the amount, owner, probability, and close date. The board and deal records reflect the same saved stage.

Can I keep a history of client conversations?

Yes. Add notes and manually log calls, meetings, or emails on contact, company, and deal timelines. Create tasks with due dates and mark them complete. Logging a call or email records its context; it does not place a call or send an email.

Can I tailor fields and views to my process?

Yes. Add custom text, number, date, dropdown, multi-select, checkbox, link, or email fields to contacts, companies, and deals. Choose visible columns, search and filter records, and update supported fields across a selection.

Can I bring existing records in and export them later?

Import contacts, companies, or deals from CSV, XLS, or XLSX. Map columns, review validation, and choose how to handle matches; Excel imports read the first sheet. Export selected or filtered records to CSV or XLSX with the columns you choose.

What does CRM analytics show?

CRM summaries show workspace record counts and deal values. Separate project traffic panels show visitors, pageviews, acquisition channels, and devices as tracking data is collected. Deal amounts and probabilities summarize your records; they are not a prediction of future revenue.

How do Calendar and Project Kanban fit in?

Use CRM’s calendar to plan events and Project Kanban to organize project tasks. They are separate planning views alongside your sales pipeline. CRM’s calendar is distinct from AppStruct Calendar’s booking pages, and events, tasks, and deals do not automatically become one another.

What can AI help me prepare?

When available, AI can draft company research or turn a written update into a proposed activity and follow-up task. Review the suggestion and choose what to apply; generating a draft does not save or send it. Availability and daily usage depend on the connected AI service.

Do I need a separate account for each service?

No. Your AppStruct account gives you one place to access the services in your dashboard. See the pricing page for current plans and limits. View pricing →

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