Private CRM Storage
One Caret Storage
Party records, CRM status, follow-up planning, smart review, and private data management.
Secure Access
Private CRM Storage
Party records, CRM status, follow-up planning, smart review, and private data management.
storage.onecaret.com
| Company | Contact | Phone | GST | Location | Market | Stage | Actions |
|---|
Keep contact, city, country, GST, lead source, value, and market section clean before assigning a stage.
Use the Pipeline board to move parties between New, Follow Up, Verify KYC, Active, Dormant, and closed states.
Use the Follow-up Desk for overdue, today, upcoming, unassigned, and high-priority staff action.
This CRM uses its own storage database, protected data folder, and private login for staff access.