Editable grid, pipeline view when a Status column exists, search across all sheets, CSV export, undo last edit, and stable row keys so your edits keep tracking the same company after a workbook re-import.
Layers: import from Excel → JSON. Your edits, new rows, removals, activity notes, and contacts live in local storage. Backup my CRM data downloads that layer. Closing the tab may prompt you if there are unsaved changes—local storage saves on each edit, but backup files are still your safety net for a new PC or cleared browser.
View:
Sheet grid is loaded from the built data/houston_sales_crm.json (refresh by re-importing locally, then BUILD_CRM.cmd and deploy). Your edits, contacts, activity, and row removals sync to Neon when the site has a DATABASE_URL secret.