GraverCRM — NE & HIPCO Deals

Graver Technologies

CRM v1.8.0

0

Deals

$0

Pipeline

State

Source

All

Status

🔔 Follow-ups Due

Sort

📧 Drop email to create deal

📋

Select a deal to view details

or click + New Deal to add one

New Opportunity

Opportunity Name *

Owner / Rep

Customer Name

Email

Location

Status

Division

FS Product Family

Product

Deal Value ($)

Annual Value ($)

Close Probability (%)

Expected Close Date

Follow-up Date

Source

Deal State

Notes / Description

⚙ Settings

Data Management

💾 Save Data

Export all deals to JSON — save to Dropbox to sync between devices

📂 Load Data

Import deals from a JSON file (replaces current data)

📊 Import Excel / CSV

Map columns from any spreadsheet to GraverCRM fields

⬇ Export LPF Format

Download current filtered view as CSV in LPF tracker format

☁ Dropbox Connection

Sign in with Dropbox — token refreshes automatically, no manual paste needed

Not connected

📁 Dropbox Filename

Filename in your Dropbox Apps/GraverCRM/ folder

🔄 Sync Now

Push local data to Dropbox or pull latest from Dropbox

Deal States

Default filter

Main list shows Open deals by default — use the State dropdown to view Won, Lost, or Hold

Open

Available states

OPEN WON LOST HOLD

App Info

Version

v1.8.0

Total Deals

—

Storage

—

📊 Import & Map Fields

Select an Excel (.xlsx) or CSV file to import. You'll map its columns to GraverCRM fields before importing.

Map each GraverCRM field to a column from your file. Leave blank to skip.

Import mode:

Merge (add new, keep existing) Replace all

Attachment