—
Total Contacts
—
Origination Deals
—
Investor Deals
—
Deals Won
—
Active Pipeline (USD Mn)
—
LinkedIn Updates
Pipeline by Status
Recent Activity
Deals Needing Attention
Client & Company News
Loading news...
Origination Deals
| Ref | Client | Company | Location | Value (USD Mn) | Pricing | Status | Next Action | Linked Investor |
|---|
Investor Deals
| Ref | Investor | Fund / Firm | Location | Commitment (USD Mn) | Returns | Status | Linked Deal |
|---|
LinkedIn Enrichment
Search LinkedIn for your contacts, update their current role and company, and get flagged when they change jobs. Uses RapidAPI LinkedIn lookup — paste your API key below to activate.
Excel / CSV
Upload .csv or paste rows
Email Parser
Paste email to extract contact
Visiting Card
Paste card text to parse
Google Contacts
Import via Google CSV export
Email Connect — Gmail & Outlook
Connect your inbox to automatically extract contacts from your emails. The CRM reads sender names, email addresses and subjects — nothing else is stored.
Connect Gmail
Sign in with Google to scan inbox
Connect Outlook
Sign in with Microsoft to scan inbox
Contact Groups
Select a group to manage members and send emails
Documents
Upload PDFs and files. Link them to contacts or deals. Store on Google Drive or OneDrive — or save directly in the CRM.
Google Drive
Connect to save files to Drive
OneDrive
Connect to save files to OneDrive
Drop PDF or file here
PDF, DOC, XLSX, images — up to 50MB
Client & Company News Alerts
AI-powered news monitoring for your contacts' companies
Contact Sync Hub
One place to import, merge, and export contacts across every platform
—
Total contacts
—
Complete records
—
Missing fields
—
Possible duplicates
Import Sources
Export & Download
Apple Contacts / iPhone
Downloads a .vcf file — double-click on Mac to import, or AirDrop to iPhone
Google Contacts CSV
Upload to contacts.google.com → Import — syncs to Gmail, Android, Google apps
Outlook CSV
Upload to Outlook → People → Import — works on desktop and Outlook.com
Excel / CSV
Clean spreadsheet with all fields — for analysis, sharing, or backup
Duplicate Finder
Find and merge contacts that appear more than once
OneDrive Backup & Storage
Your CRM data backed up to your personal OneDrive. You own every file.
Personal OneDrive
Not connected
What gets stored on OneDrive:
A folder called
•
•
•
Your Supabase database remains the live data source. OneDrive is your personal backup + file storage layer.
A folder called
GS CRM/ is created in your OneDrive root. Inside it:•
gs-crm_latest.json — always-current backup of all your CRM data•
gs-crm_backup_YYYY-MM-DD.json — daily snapshots•
Documents/ — PDFs and files you upload to deals and contactsYour Supabase database remains the live data source. OneDrive is your personal backup + file storage layer.
Backup & Restore
Back up now
Export all contacts, deals, investors, activities to OneDrive
Restore from backup
Import the latest OneDrive backup back into Supabase
Auto-backup
Back up automatically every time you add or update a record
Files in OneDrive/GS CRM/
Connect OneDrive to view files.
Sales Forecast
Weighted pipeline value based on deal stage probability
Total Pipeline
—
USD Mn
Weighted Forecast
—
USD Mn
Won This Year
—
USD Mn
Win Rate
—
%
Origination by Stage
Investor by Stage
Stage Probability Settings
Personal To Do
Your personal tasks and reminders
Work To Do
CRM tasks, follow-ups, and deal actions
May 2025
Duplicate Detector
AI-powered detection across contacts, pipeline deals, and tasks
—
Contact duplicates
—
Pipeline duplicates
—
Task duplicates