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Total Contacts
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Origination Deals
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Investor Deals
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Deals Won
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Active Pipeline (USD Mn)
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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
Origination Pipeline
Upload Excel in AUM/deal format
Investor Pipeline
Upload Excel in investor format
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
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Total contacts
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Complete records
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Missing fields
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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
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USD Mn
Weighted Forecast
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USD Mn
Won This Year
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USD Mn
Win Rate
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%
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
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Contact duplicates
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Pipeline duplicates
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Task duplicates