Customer Relationship Management
The CRM in dronelist.io gives your team a complete view of your sales pipeline — from first contact to closed deal. Track accounts, manage contacts, log interactions, and move deals through your pipeline.Accounts
Accounts represent the companies and clients your organization works with. Every contact, deal, and interaction ties back to an account.Creating an account
Navigate to CRM > Accounts and click New Account. Fill in the key details:| Field | Description |
|---|---|
| Name | Company or client name |
| Status | Current relationship stage |
| Priority | How important this account is to your business |
| Lead source | Where this account came from |
| Website | Company website |
| Email / Phone | Primary contact information |
| Address | Physical location |
Account statuses
Accounts move through these stages as the relationship develops:| Status | When to use |
|---|---|
| Lead | Initial contact — someone who’s shown interest but hasn’t committed |
| Prospect | Qualified lead — you’ve had meaningful conversations |
| Client | Active customer — they’ve signed a deal or are working with you |
| Inactive | Former client or dormant lead — no current activity |
Account detail view
Click any account to see its full profile with four tabs:- Details — Company information, priority, lead source, and metadata
- Contacts — People at this company you’re working with
- Deals — Sales opportunities linked to this account
- Activity — Timeline of all interactions (calls, emails, meetings, notes)
Contacts
Contacts are the people within your accounts — the decision makers, champions, and technical contacts you interact with.Contact roles
Assign roles to clarify each contact’s influence in the buying process:| Role | Description |
|---|---|
| Decision Maker | Has final authority to approve or reject |
| Champion | Internal advocate who supports your solution |
| Economic Buyer | Controls the budget |
| Technical Buyer | Evaluates technical fit |
| Blocker | May oppose or delay the decision |
| Primary Contact | Your main day-to-day point of contact |
| Technical Contact | Handles technical questions and integration |
| Financial Contact | Manages invoicing and payment |
| Other | Doesn’t fit the above categories |
Communication preferences
Each contact can specify their preferred communication channel: Email, Phone, or Text. This helps your team reach out through the right channel.Cross-account view
Go to CRM > Contacts to see all contacts across every account in one list. Useful when you need to find someone without knowing which account they belong to.Deals
Deals represent sales opportunities moving through your pipeline. Track value, probability, expected close dates, and assign owners from your team.Deal pipeline
Deals flow through four stages:Kanban view
The default deal view is a Kanban board — drag and drop deals between the Lead and In Progress columns. Won and Lost deals move to their own sections automatically. Switch to Table view for a spreadsheet-style layout when you need to sort, filter, or compare deals side by side.Deal properties
| Property | Description |
|---|---|
| Name | What you’re calling this opportunity |
| Account | The client account this deal is for |
| Value | Estimated deal value in USD |
| Win probability | Your confidence level (0–100%) |
| Expected close date | When you expect this to close |
| Owner | Team member responsible for this deal |
| Description | Context, notes, and details about the opportunity |
Loss reasons
When marking a deal as Lost, you’re asked to record why. This data helps you identify patterns and improve your win rate over time:- Price
- Competition
- Timing
- Budget
- Requirements Changed
- No Response
- Other
Stage history
Every stage transition is tracked automatically. Open any deal to see the full audit trail — when it moved between stages, and who made the change.Interactions
Interactions are your activity log — every call, email, meeting, and note gets recorded against an account, deal, or contact.Interaction types
| Type | Use for |
|---|---|
| Note | Internal observations, reminders, or context |
| Call | Phone conversations — log what was discussed |
| Email exchanges worth recording | |
| Meeting | In-person or video meetings |
| Follow-up | Scheduled next steps with a date |
Logging interactions
You can log interactions from three places:- Account detail page — Activity tab
- Deal detail page — Activity section
- Contact detail page — Interaction history
Follow-up scheduling
When creating a Follow-up interaction, you can set a follow-up date. This helps your team stay on top of next steps without relying on memory.Proposals & deals
Deals integrate with the Proposals feature. When a proposal is accepted, it can automatically create or link to a deal. From any deal’s detail page, you can see associated proposals in the Proposals tab. This creates a natural flow:Tips
Use priorities to focus your team
Use priorities to focus your team
Set account priorities to High, Medium, or Low. This helps your team focus effort on the accounts that matter most.
Track lead sources for marketing insights
Track lead sources for marketing insights
Consistently recording lead sources (Website, Referral, Event, etc.) helps you understand which channels bring in the best clients.
Log interactions as they happen
Log interactions as they happen
The best CRM data is current. Get in the habit of logging calls and meetings right after they happen, while details are fresh.
Use the Kanban board in team meetings
Use the Kanban board in team meetings
The pipeline Kanban view is ideal for weekly sales stand-ups — review what’s in progress, what needs attention, and celebrate wins.