CRM

Add a new contact to Cornerspot in just a few clicks — open the Contacts page, click Add Contact, enter their details, link them to an account, and save.

Edit an existing contact in Cornerspot in seconds — update their job title, phone, status, and more straight from the Contacts table, with changes reflected across your whole CRM.

Delete a contact in Cornerspot in a couple of clicks from the Contacts table — confirm the deletion, and know it stays recoverable from Trash for 30 days, or remove it permanently when you’re ready.

Add a new account to Cornerspot in just a few clicks — open the Accounts page, click New Account, enter the company name and any other details, and save.

Edit an existing account in Cornerspot in seconds — update its industry, phone, status, and more straight from the Accounts table, with changes reflected across your whole CRM.

Delete an account in Cornerspot in seconds — use the trash icon in the Accounts table, confirm, and it’s gone from your list. Deletes are soft, so a removed account stays recoverable from Trash for 30 days.

Log a new activity in Cornerspot in just a few clicks — open the Activities page, click New Activity, choose the type, add a subject, link it to a record, and save.

Edit an existing activity in Cornerspot in seconds — update its subject, details, type, status, and more straight from the Activities table, with changes reflected across your whole CRM.

See your Cornerspot activities laid out by date — open the Activities page and click the Calendar tab in the top-right, or visit /dashboard/activities?view=calendar.

Delete an activity in Cornerspot in seconds — use the trash icon in the Activities table, confirm, and it’s gone from your timeline. Deletes are soft, so a removed activity stays recoverable from Trash for 30 days.

Add a new deal to Cornerspot in just a few clicks — open the Deals board, click New Deal, name the deal, enter its value, link an account, and save.

Edit an existing deal in Cornerspot — update its amount, pipeline stage, and more from the Deals board, with changes reflected across your board, forecasts, and reports.

Delete a deal in Cornerspot in seconds — open the deal, use the more menu to choose Delete Deal, and confirm. If you remove one by mistake, an administrator can recover it from Trash within 30 days.

Add a new product to Cornerspot in just a few clicks — open the Products page, click New Product, enter the name and any other details, and save.

Edit an existing product in Cornerspot in seconds — update its description, price, code, currency, and more straight from the Products table, with changes reflected across your whole CRM.

Delete a product in Cornerspot in seconds — select its row checkbox, click the red Delete button, and confirm. Deletes are soft, so a removed product stays recoverable from Trash for 30 days.