Dashboard
Here's your sales overview
Select a pipeline to view the funnel
Customers
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| Company | Contact | Industry | Status | Owner | Created | |||
|---|---|---|---|---|---|---|---|---|
Leads
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| Name | Company | Score | Status | Source | Est. Value | Owner | |||
|---|---|---|---|---|---|---|---|---|---|
Pipeline
Select a pipeline to get started
Choose a pipeline from the dropdown above
Deals
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| Deal | Customer | Pipeline / Stage | Value | Status | Probability | Close Date | Owner | |
|---|---|---|---|---|---|---|---|---|
Activities
Tasks, calls, meetings and follow-ups
| Title | Type | Status | Due Date | Duration | Linked To | Assigned | Created | |
|---|---|---|---|---|---|---|---|---|
Calendar
Schedule, meetings and upcoming activities
Reports
Analytics and business intelligence
Settings
Manage your account and workspace
Profile
Update your personal information and preferences.
Security & Compliance
Enterprise-grade security controls, compliance status, access management, and audit logging.
Update your account password. Minimum 8 characters required.
Require a second verification step (TOTP authenticator app) on login. Strongly recommended for admin accounts.
Use this key to authenticate external integrations. Keep it secret — treat it like a password.
Devices currently signed in to your account.
All data is protected with industry-standard encryption at rest and in transit.
Permissions matrix showing what each role can do. Roles are assigned per user in User Management.
BRZ CRM is built to comply with major data protection and privacy regulations.
Immutable record of all security-relevant actions. Last 500 entries retained.
No audit entries yet
User Management
Manage team members and their roles. Admin only.
Pipelines
Configure your sales pipelines and their stages.
Notifications
Configure when and how you receive notifications.
All monetary values will display in the selected currency.
Notify when a deal is moved to a different stage
Notify when a new lead is assigned to you
Daily digest of overdue activities
Team-wide announcement when a deal is closed
Reminder 1 hour before a scheduled activity
Import & Export
Move your CRM data in or out. Supports CSV, JSON, SQL, and Excel formats.
Export Data
Download your CRM data as a file
Import Data
Upload a file to add records to your CRM
Zoho CRM Migration
Import your data from Zoho CRM with automatic field mapping, duplicate detection, status normalisation, and error reporting. Supports Contacts, Accounts, Leads, Deals, and Activities modules.
Step 1 — Choose your export format
Export your data from Zoho CRM first, then upload it here.
Step 2 — Upload Zoho CSV Export
Zoho CRM names its exports by module (e.g. Contacts.csv, Accounts.csv). The module is auto-detected from the filename.
Step 2 — Upload Zoho JSON Export
Upload a JSON file exported from Zoho CRM API ({"data":[...]} format).
Step 3 — Review & Run Migration
Recent Activity
No import/export activity yet.
Reset to Clean Slate
Remove all demo / mock data so you can import real data from Zoho or other services
Branding Suite
Complete visual control — identity, colour palette (HEX/RGB/HSL), typography, theme presets, logo & favicon upload, dark/light mode, 3D logo, animation, layout, and live preview.
Identity
BRZ Logomark — shown in the header. Customise appearance below or upload your own above.
UI Theme Presets
Full Colour Palette
Typography Controls
Shape & Depth
Motion & Animation
Layout & Density
3D Logo Style
Login Page
Component Styles
Custom CSS Override
Advanced: inject arbitrary CSS. Applied after all other styles.
Changelog
Release history and feature updates for BRZ CRM.
The official BRZ Logomark is now the default system logo, shown in the header for all users from first load with no setup required.
/Meta/Assets/BRZ_Logo_Default.svg) and set as the default logo without any user action. New users and fresh installs get the correct logo immediately.height + max-width: auto instead of a fixed square box, so the horizontal logomark displays correctly without distortion.logoWidth brand property controls the maximum display width independently of height, persisted per user alongside other brand settings.The System Logo section in Branding Suite settings has been fully rebuilt around the actual BRZ Logomark with meaningful, working controls.
Full error audit of all source files with fixes applied across JS, Python, and HTML.
cube.userData.spin={(x:(expr)}} was rejected by Node.js v22 as an invalid computed key inside a dense for-loop body. Fixed by adding spacing: spin = {x: (expr), y: (expr)}.CSS/calendar.css but the file is CSS/Calendar.css. Fatal 404 on Linux (case-sensitive filesystem). Fixed.server.js is a plain IIFE bundle with no imports or exports. The erroneous type="module" attribute was putting it in strict module scope. Removed.═ ─ — … ✔ ✖ →) in comments in app.py, Users.py, and DB_Creator.py replaced with ASCII equivalents to prevent UnicodeDecodeError on non-UTF-8 environments.#sidebar with width/min-width/max-width: var(--sidebar-w) and adding width: 100%; box-sizing: border-box to .nav-item.A fully interactive calendar is now available in the main navigation under Calendar. All scheduled activities from across the CRM are automatically pulled and displayed.
A dedicated Operations page now sits in the main navigation, providing three specialist pipelines purpose-built for Breeze Shipping workflows.
Won sales deals no longer flow directly into Operations. They enter a Pending Approval tray that only admins can action — ensuring Operations boards stay clean and intentional.
A consolidated shipment tracker tab within Operations shows live progress across all active Logistics and Exports deals.
A fully encapsulated gamification system has been woven through the CRM. It has zero performance impact on core workflows — it runs as a completely isolated script with its own memory and styling.
BRZ.help() in the browser console to see available commands. BRZ.unlockAll() is admin-only.window.BRZ_ACHIEVEMENTS_ENABLED = false in crm.html to disable the entire system for external deployments.The Security settings panel has been comprehensively rebuilt. All controls are now live and functional, with persistent state and full role enforcement.
Report charts were completely resized and re-architected for professional readability. Sizing now matches industry conventions used by Salesforce, HubSpot, and Pipedrive.
chart-doughnut, chart-hbar, chart-dual) instead of inline height styles, making future adjustments trivial.maintainAspectRatio: true corrected to false. Charts now fill their container precisely.Appearance and Branding settings have been merged into a single unified Branding Suite panel with live preview.
<link> injection.A guided 3-step import wizard supports direct migration from Zoho CRM exports.
A complete responsive overhaul across all pages and components, covering all four breakpoints (1200px, 900px, 768px, 480px).
Breeze Shipping - Work Files contains spaces which PowerShell misparsed. Fixed via Path(__file__).resolve().parent and explicit os.chdir().start_crm.bat (double-click) and start_crm.ps1 (PowerShell) to the project root.mimetypes.add_type() calls so Flask correctly serves .css and .js files on Windows.Calendar.js ES module caused a silent network error that blocked the entire module system. Fixed by inlining all calendar code into Main.js.min-height: 420px, CSS min-height: 420px, and Chart.js maintainAspectRatio: true combined to make charts balloon. All three fixed independently.let detail was block-scoped inside if (!res.ok) {} causing a ReferenceError in strict ES module mode on 200 responses with non-JSON content. Moved declaration outside the block.:hover live on collapsed sidebar items until pointer physically moved. Fixed with temporary pointer-events: none during the collapse transition.change on the pipeline dropdown inside _openModal stacked listeners on repeated modal opens. Fixed with pipeSel._stageListenerBound guard.string.replace('/api/v1','') on a full URL, leaving http://localhost:5000/auth/login which never matched. Fixed using new URL(url).pathname.var(--bg-hover) as explicit fallback where needed.