RunIx
// CRM
⌕
⬆ Import CSV
⊞ Pipeline
+ New Contact
Views
◈
Dashboard
◉
All Contacts
◎
Hot Leads
⚑
Follow-up Due
Pipeline
◇
SME Prospects
◆
Partner Pipeline
⊞
Board View
Live Stats
Total contacts
—
SME prospects
—
Partners
—
🔥 Hot leads
—
⚑ Follow-up due
—
✓ Signed/Active
—
New Contact
✕
Contact type
Type *
SME Prospect / Client
Bookkeeper / Partner
Stage *
Prospect
Qualified
Approached
Demo Booked
Considering
Proposal Sent
Signed
Onboarding
Active Client
At Risk
Churned
Identity
Full Name *
Business Name
Role / Title
Email
Phone
Location
Qualification
Sector
— Select sector —
Trades (Plumbing, Electrical, HVAC)
Construction
Professional Services
Health & Wellness
Retail
Hospitality
Other
Revenue Band
— Select band —
Under $500K
$500K – $1M
$1M – $2M
$2M – $5M ★ Target
Over $5M
Source
— Select source —
Bookkeeper Referral
Direct Inbound
Outreach
Event / Conference
LinkedIn
Word of Mouth
Assigned To
Jeremy
Andrew
Xero Confirmed
MYOB User
Gmail/Outlook confirmed
Decision maker confirmed
⭐ Founding Member
Xero Partner Tier
None
Bronze
Silver
Gold
Book size (SME clients)
First win received
Wins count
Linked Partner
— No partner link —
Months as Client
SMEs Connected
Months Active
Follow-up & Notes
Next Follow-up
Notes