Companies and People: how K3X organizes your CRM
Add records: manually, by CSV import, from the Database, or from Claude and ChatGPT
Views, filters, columns and Smartviews
The Action Bar: Assign, Merge, Commands, Agents, Email, Call, SMS, Archive
Inside a record: timeline, files, fields, owner, agents and deals
Pipelines and deals: stages, board, won and lost
Custom fields for companies, people and deals
Merge duplicates, archive and restore
Import your data and migrate from another CRM
