Dara CRM

0 Projects

0 Events

0 Tasks

0 Due today

$0 Booked revenue

0 Gigs

My Tasks

Today

Lead Stages

My Assigned Projects

Tasks

Follow-ups and project tasks from leads, organized by the selected date range.

Task Archive

Projects

Production tracker for booked jobs. Create projects from Won leads.

Project Archive

Contacts

Prospects, clients, and lost lead contacts with reusable information.

Calendar

Project events, CRM follow-ups, team items, client meetings, and final deadlines.

Project event CRM related Team Client meeting Final deadline

Date range Include archived leads and opportunities

Pipeline Snapshot

Top Loss Reasons

Lead Sources

Lead Source Conversion

Financial Snapshot

Revenue By Stage

Revenue By Source

Project Balances

Services Booked

Event Types

Calendar Categories

Client Activity

Settings

Manage CRM categories used in forms, reports, calendar items, and activity notes.

Lead sources Brands Project / event types Services Loss reasons Calendar categories Activity note types

Data tools

Export a backup before clearing anything. Clear data removes leads, projects, contacts, tasks, events, and team statuses from this browser.

TickTick sync

Not connected. Add TickTick credentials in Cloudflare, then connect your TickTick account.

Connect TickTick

User

Manage local roles and visibility for this workspace.

Current user

Pipeline filters

Filter board and reporting views without crowding the main workspace.

Stage Project type Service Lead source Search

Quick archive

Archive older or closed opportunities in bulk.

Older than

Archived Leads

Hidden from the main board, still searchable here.