CRM
Barvol's CRM is a lightweight contact and deal tracker built for founders who need to manage customer relationships without the complexity of enterprise CRM software. It is tightly integrated with other Barvol features — feedback, decisions, and the AI chat — so customer context flows naturally through your workspace.
Contacts
A contact is any individual you interact with — prospect, customer, partner, or investor. Add a contact by clicking "New Contact" on the CRM page and entering their name, email, company, and role.
Each contact record shows:
- Basic info (name, email, company, role, phone)
- Status (Lead, Active Customer, Churned, Partner, Investor)
- Linked deals and their current stage
- Feedback entries submitted by or about this contact
- Recent calendar events with this contact (if Google Calendar is connected)
- Recent emails from this contact (if Gmail is connected)
- Notes — free-text notes you add manually
- Tasks linked to this contact
Deals
Deals represent revenue opportunities. Each deal has:
- Name — typically the company name and deal type.
- Stage — Prospect, Qualified, Proposal, Negotiation, Closed Won, or Closed Lost. Move deals between stages by dragging in the Deals board view.
- Value — expected deal value in your currency.
- Close date — the expected close date. Overdue deals are flagged on the dashboard.
- Owner — the workspace member responsible for this deal.
- Contacts — one or more contacts linked to this deal.
Pipeline view
The Deals tab shows a Kanban pipeline organized by deal stage. Each column shows the total value of all deals in that stage. Drag a deal card from one column to another to update its stage.
Click any deal card to open the full detail, where you can add notes, update the close date, link contacts, and see related feedback entries.
AI-assisted CRM
The AI chat is your fastest way to work with the CRM. Examples of what you can ask:
- "Which customers haven't had any activity in the last 30 days?"
- "Add a note to the Acme Corp contact: they're evaluating us against Competitor X."
- "How many deals are we close to winning this month?"
- "Which contacts gave us negative feedback in Q2?"
- "Create a new deal for TechCorp worth $12,000, stage: Proposal, close date: end of August."
Importing contacts
You can import contacts from a CSV file. The file should include at minimum a name column and an email column. Optional columns include company, role, phone, and status. Download the import template from the CRM page for the correct column format.
If Gmail is connected, Barvol can suggest contacts based on people you have emailed frequently. These suggestions appear on the Contacts page and require your confirmation before being added.