Relationship management
Contacts, organisations, notes, meetings, documents, file links, activity history and connected context for every relationship.
Blackvault CRM feature scope
Use this page to check the CRM surface available for guided evaluation: records, delivery work, documents, money context, admin controls, imports, backups and activity history. Provider pathways are confirmed during setup.
Feature groups
The feature set is organised around the work buyers need to evaluate: relationship records, delivery work, operational records, governance, provider pathways and local control.
Work and pipeline visibility
Projects, opportunities, tasks, follow-ups, owners, stages and priority views for the work that sits behind income and delivery.
Operational records
Money records, metrics, imports, exports, backups, archive and restore workflows so important operational data stays usable and recoverable.
Team governance
Users, admins, role-based permissions, activity logs and audit-style history for teams that need clarity around access and change.
Provider pathways
Provider pathways are handled during setup. Local calendar export is available in supported builds; external calendar, email and provider automation are confirmed only when live setup evidence exists.
Local-first desktop ownership
A Windows-first workspace designed around data custody, exportability and practical daily use rather than unnecessary subscription sprawl.
Included capabilities
- 01Relationship records for contacts, organisations, notes, meetings, documents and activity.
- 02Pipeline and delivery workflows for projects, opportunities, tasks, follow-ups and ownership.
- 03Money records, metrics and operational reporting for day-to-day visibility.
- 04Admin controls for users, roles, permissions, archive, restore and accountability.
- 05Import, export, backup and provider integration workflows for practical data ownership.
Use this page to evaluate scope, then request the CRM demo.
This page separates CRM capabilities buyers can evaluate from provider or roadmap items that require setup confirmation. The guided demo is the right route for checking the current product in context.