Vienza Intelligence CRM

Pipeline by Stage

Recent Activity

Activity Log

Every create, update, and delete is recorded with a full data snapshot. Restore reverts ALL data to the moment before that action. Keeps the most recent 100 actions.

Theme

Primary Accent

Tip: pick on-brand colors. Changes save automatically.

Default Referral %

1099 / Tax Warning Threshold

Warn when a matchmaker's year-to-date paid hits this amount ($)

IRS 1099-NEC default is $600. You'll be warned in the dashboard, the Networking tab, and right after marking a payment when this threshold is crossed for a contact without a W-9 on file.

Packages

Internal Storage (Local File)

Pick a .json file on your computer (works in OneDrive too). Every save auto-writes to that file. Open the CRM later and hit Reconnect to keep syncing. Requires Chrome, Edge, or Opera.

Data (Manual Backup)

Data lives in this browser AND in the connected file (if any). Export creates a one-time backup.