BoardCadence CRM — Southeast Asia Private Capital

Plan next action

Set a follow-up without leaving the table. The change saves locally and syncs to your private cloud copy when connected.

Next action

Due date

BoardCadence CRM cloud sync

Sign in to your private Supabase CRM. Your browser copy remains available until you choose to import it.

Email

Password

Owner sign-in only. New accounts cannot access or create CRM records.

Using your BoardCadence CRM

Your browser copy saves immediately. When you are signed in and the status reads ☁ Cloud: synced, the same CRM also saves automatically to your private Supabase account.

Cloud sync: ☁ Cloud: synced means your private cloud copy is live. Routine edits update only the firm you changed. Recovery imports merge records and never perform a full cloud replacement.
Updates to this HTML: after a CRM version is refreshed, firm research and the UI update from the file while your cloud-backed working data remains yours. Open the current file and sign in; cloud is the source of truth for your working CRM.
Backups: keep a JSON backup before major imports, experiments or broad clean-ups. Export JSON backup is a complete portable copy, including deleted-firm history. Importing replaces only the browser copy; use the explicit cloud merge after reviewing it.
Optional linked backup (Chrome/Edge): Link backup file… creates a JSON file that updates automatically after each change. Firefox and Safari do not support this, so use Export/Import JSON there.
Export CSV is a flat spreadsheet snapshot for Excel. It is useful for sorting or sharing, but it is not a full backup because notes and contacts are summarised.
Priority: use A — High priority, B — Medium priority and C — Low priority to sequence outreach. This is separate from the commercial-fit tier, which assesses account quality.
Work faster: use Command centre for the current outreach queue and incomplete records. In the table, the Quick actions column lets you mark a firm contacted, cycle its priority, or plan the next follow-up without opening the full record.
Use outreach playbooks: in a firm record, select a qualified product route to copy a tailored first-message starter, apply its next action, or create a linked product opportunity. Treat the copy as a starting point and make it specific to the named contact and current account thesis.
Delete a firm: open the firm, scroll to Danger zone, and choose Delete firm. After confirmation, it removes the firm and its contacts, opportunities and activity history from this browser and, when cloud is synced, from your private cloud copy. Restore it only from a backup or by adding it again.

Pipeline stages: Not Contacted → Contacted → Engaged/Replied → Meeting Held → Committed/Passed. In the board view, drag a card between columns to change its stage. At the final stage, mark the outcome as Committed (won) or Passed (declined).

Plan next action

BoardCadence CRM cloud sync

Using your BoardCadence CRM

Contact collisions

Add a new target firm