Opportunities include value, currency, owner and open, won or lost status. Contacts and relationship notes let the team retain the context around a visit. Accounts group the people and places of one operation alongside the pipeline.
Gmail and Outlook connections match read-only mail to contacts on a five-minute cycle. Tasks can carry assignees and followers, including reminders, follow-ups and appointments. These functions support a relationship that continues between visits.
The field record lives in the same product. Voice notes, photos and readings become a report you review and sign. Say the next step in the voice note at the end of a sales call and it comes back as a task on that place for you to confirm.
Contacts import from CSV, up to 1,000 at a time, and export to CSV. There is no customer API and no live sync with another CRM, so contact lists move between systems as files.
Where the sales workflow lives
In the web sidebar, Sales contains Pipeline, Contacts, Opportunities and Accounts. The opportunity describes potential work, the account holds the customer relationship and the contact is the person you talk to. The strip above the pipeline counts leads, farms in contact and clients for the period you pick, and the board switches between places and contacts.
For follow-up, Tasks supports assignees, followers and Reminder, Follow-up or Appointment types. A task created by voice in the field lands on the place for you to confirm and assign, so the next action sits on its own instead of inside a visit narrative.
Mail, calendar and other systems
Mail sync is switched on per team. Then each person opens Settings, Integrations and connects their own Gmail or Outlook for read-only mail matched to contacts. You can subscribe to your PropelMapper calendar from Google, Outlook or Apple. PropelMapper reads mail but does not send from your inbox or run email campaigns.
PropelMapper has no customer API and no webhook feed. Automations are available on request through the contact page. A team that keeps another CRM alongside PropelMapper moves contacts between the two as CSV files, by hand.
When an imported contact’s email already belongs to someone in PropelMapper, the import asks you to review it instead of making a duplicate. Duplicates that already exist can be merged, and the places and activity of the one you drop move onto the one you keep.
Last checked: November 6, 2026