One platform, two ways to work. Simple is the default paper-style desk — calm, one thing at a time, Isla does the heavy lifting. The CRM view is the fuller working environment: the complete pipeline board, detailed funder records, uploads, and every operational control on screen at once.
- Switch any time with the Simple / CRM toggle in the top bar
- Or pick your edition under Settings → Account → Appearance
- Both views work on the same data — nothing changes underneath when you switch