Hello!
⚠️ Needs attention
🕐 Recent activity
🎯 Pipeline snapshot
✅ Tasks coming up
Customers
Everyone your company talks to, grouped Monday-style
Sales Pipeline
Tasks
Who's doing what — Monday-style board
Activities
Every call, meeting and message — in one feed
Follow-ups
Never let a customer slip away
Reports
How Reading Capital is doing
🎯 Pipeline funnel
💰 Revenue won by month
💬 Activities by type
🏆 Team leaderboard
Portfolio
Every position, its weight and how it is doing
Contribution to return
How much of the fund's return each holding produced
Correlation
How much your holdings move together — the real test of diversification
Fund vs benchmark
Track record, risk and the numbers investors ask for
Fund data
Positions, prices, securities and the investments passcode
Excel & Access
Move data in and out of Microsoft Excel and Access
📤 Export to Excel
Real .xlsx files with proper columns and dates — open directly in Excel, or import/link them in Access.
📥 Import from Excel / CSV
Bring in customers, deals or tasks from an Excel sheet (.xlsx) or CSV — exported from Excel, Access, or anywhere else. Column names are matched automatically; duplicates are skipped.
Not sure about the format? Download a template: customers · deals · tasks
🔄 Live connection (Excel refreshes by itself)
Create a private integration key, then connect Excel once — after that, clicking Refresh in Excel pulls the latest CRM data automatically. No manual exporting.
📗 How to connect Excel (Power Query)
- In Excel: Data → Get Data → From Other Sources → From Web
- Paste one of the feed links above and click OK
- Excel shows your CRM data — click Load
- From now on, Data → Refresh All pulls the newest data
📕 How to connect Microsoft Access
- Simplest: download the .xlsx export above, then in Access use External Data → New Data Source → From File → Excel and choose Import or Link
- Auto-refreshing: connect Excel to the live feed (see above), then in Access link to that saved Excel file. To update Access: open the workbook, click Data → Refresh All, save the workbook, and the linked Access table reads the new data (Access reads the file, so the refreshed data must be saved to disk first)
- All exports use proper column types (text, numbers, real dates) so Access recognizes them correctly
Settings
👥 Team members
Add your team so you can record who talked with each customer and who owns each deal or task.
💱 Currency
🛡️ Security
Who has been getting in, and how well protected this is right now.