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What the CRM view adds

  • The full pipeline board with every stage, filter, and sort visible at once
  • Funder Intel — the searchable funder directory with ‘Check eligibility with Isla’ on any record
  • Uploads — the complete document store with folders, previews, and search
  • Dense operational settings — scan schedules, pipeline rules, and advanced controls
  • Same data as Simple — switching views never changes what's underneath