Imaginess
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CRM

The spreadsheet, but everyone is looking at the same one

Boards for whatever your club actually tracks - enquiries, sponsors, uniform orders, the parents who still owe a waiver. Typed columns, saved views, and a record of who changed what.

Included on Growth and up

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Boards that fit the job

Group rows the way your club thinks about them, then look at the same data as a table, a kanban, a calendar or a chart.

  • Saved views with their own filters, sorting and columns
  • Kanban lanes driven by a real status field, not a second copy of it
  • Calendar over any date column
  • Charts over what the current view is showing

Columns that mean something

Twenty column types, including formulas that calculate without anybody writing code.

  • Status, dropdown, multi-select, person, date, money and more
  • Formulas with IF, ROUND, MIN and MAX - no scripting
  • Payment columns that read from real payment requests
  • Column changes never break a formula or an email template

Built for a club, not a sales team

The permissions, the tenancy and the audit trail are the ones the rest of Imaginess already uses.

  • Staff work boards; admins change their structure
  • Every mutation is audited
  • Deleting a row with money attached is refused, not silently allowed
  • Bilingual EN/FR throughout

Beside the family record

A CRM row can point at the family account or the enquiry it came from, so nobody re-types anything.

  • Link a row to a family account or an enquiry
  • Search finds CRM rows from anywhere in the product
  • Import a spreadsheet with a preview of exactly what will happen
  • Export a board as CSV, safe to open in Excel

Questions

No. A row can be linked to the family account or the enquiry it belongs to, so the CRM and the registration system are looking at the same person. Nothing is copied between two databases.