Dragonfly CRM
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TodayYours first, then the team's.
⚙ Tools ▾

You have the CRM Viewer role, which is read-only. Ask your administrator for CRM Editor to add or change contacts, companies and deals.

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Pipeline
Drag a card to change its stage, or open a deal for more.
Contacts
⚙ Tools ▾
NameCompanyEmailPhoneOwnerLast activitySource
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Companies
CompanyDomainOpen dealsContactsOwnerLast activity
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ReportsPipeline, expected close, and won/lost. Open deals are counted as they stand; won and lost are counted within the window.
⚙ Tools ▾
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ForecastWhat is expected to close, by month: weighted by the chance of closing, at full value, committed, and already won.

Organization

Choose your currency and the acknowledgement sent to new inquiries.

Administration

Dragonfly holds your plan and the daily AI cap. Every switch below is yours, and Dragonfly cannot change one.

Premium features

AI

Captured activities

Capture uses your account’s permitted email and meetings after consent. Retention applies only to captured activities.

days

Consent to capture

What Premium has read

Forecast

The chance a deal in each stage closes. The forecast counts each open deal's value times this; a deal's own chance, set on the deal, replaces its stage's. Blank goes back to the default.

Recent changes

Support information
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Lite and Premium

Lite

Relationship tracking for a small team, in your own Microsoft 365. Everything you keep today in Outlook, a spreadsheet and your head.

  • Companies, contacts, deals and activities — each a list in your own SharePoint
  • Create a company or contact while adding a deal — without losing your draft
  • Pipeline board — deals as cards in stage columns with the stage total, dragged between stages
  • Next steps — a next step and a due date on every deal; the home view shows what is due, overdue, or missing a next step
  • Lead intake from mail — a flow in your own tenant turns mail to your intake address into a contact, a company and a deal
  • Activity timeline — on every contact, company and deal, with who logged it
  • BCC logging — BCC your intake address on an outgoing mail and it is logged against that contact, with no lead created and no automatic reply
  • Search across names, emails and companies
  • Outlook contact import — one way and on demand; it never writes back to Outlook
  • An import form for companies, contacts and deals: fill in rows or an Excel template, check what will be added or updated, then import
  • CSV export of your contacts, so your data can leave whenever you want it to
  • Won hands off to the Agreement Tracker — a link on the deal, never a shared record
  • Editor and Viewer roles — every record stays in your own SharePoint
Most complete

Premium

For a team with a real pipeline that wants to stop typing what it already did in Outlook.

  • Everything in Lite
  • Reporting — pipeline by stage and by owner, what is expected to close and when, won and lost with the reasons and the sources they came from, the win rate, and the whole thing as a spreadsheet
  • Sales forecast — expected revenue by month from your pipeline, with best case and commit
  • Automatic activity capture — emails and meetings with people already in your CRM, logged against them without anyone typing
  • AI on request — a deal summary from its timeline, a suggested next step, and a lead score with the reason written out

Planned means designed and not yet built — it is not part of what Premium delivers today, and nothing here is charged for until it ships. Premium is off until an administrator turns it on, each person consents for their own mailbox, and what is read and kept is in the data-processing document you accept first. This deployment is on the Lite plan.

New deal

New contact

New company

Log activity