A five-minute tour of Fernhill CRM
The sidebar, the top bar and the pages you will use every day.
Fernhill CRM keeps your client relationships, deals, mail and projects in one calm workspace. Everything lives behind the sidebar on the left (or the tab bar on a phone).
The main pages
- Dashboard: a snapshot of revenue, open deals and what is happening this week.
- Deals: your pipeline as a kanban board, a list or a timeline.
- Emails and Meetings: your inbox and a drag-and-drop weekly calendar.
- Companies and Contacts: every account and person you work with.
- Projects: tasks, budgets and a timeline once a deal is won.
- Reports and Workflows: charts you can export and automations you can test.
The top bar
The search box opens the command palette (press Cmd or Ctrl plus K from anywhere). The bell shows recent alerts, and Share copies a link to exactly the view you are on.
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