IC

Investor CRM

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IC Investor CRM
Workspace
CRM-first workflow Upload auction data, review matches, then manage investor relationships manually.
Workspace

Dashboard

Investor activity, upload freshness, and follow-up priorities

Top By Volume
Top By Frequency
Recent Buyers
Active Markets

Uploads

UP
Choose auction files No files selected
Waiting 0%
Parse Dedup Organize CRM Export
Import Complete

Investor Profiles

0 profiles - Search, filter, sort, and select profiles before opening a CRM record

Contacts Manager

Contacts

0 contacts across investor accounts

Account Person Business Status Recent Purchase

Tasks

0 open follow-ups assigned to you from investor profiles

Due Priority Investor Task Market Status

Settings

Environment, authentication, and local CRM controls

Upload History

Raw files are stored in Supabase Storage when configured

File Status Rows Duplicates Uploaded Completed