A
Aegis CRM
Outreach & Task Platform

Leads, accounts, deals and follow-ups in one secure place.

Self-hosted. Role-based access. Full audit trail. Built for a security team that owns its own data.

RBAC2FASSOSOC 2-ready

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Use your work account to continue.

⚠ {{ loginError }}

Accounts are managed by your admin in Settings → Users.
Your access is set by your account's role.

{{ viewTitle }}
{{ viewSubtitle }}
⚠ {{ shiftBlock }} Go to My shift →
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Loading workspace…
{{ st.label }}
{{ st.value }}
{{ st.sub }}
{{ stageBarsTitle }}
{{ sb.label }}
{{ sb.count }}
Follow-ups due
{{ followupsSub }}
{{ f.name }}
{{ f.stageLabel }}
{{ f.label }}
Nothing due.
{{ tasksPanelTitle }}
{{ t.title }}
{{ t.meta }}
{{ t.statusLabel }} {{ t.dueLabel }}
Team activity · last 7 days
{{ r.initials }}
{{ r.name }}
{{ r.deals }} deals · {{ r.value }}
{{ r.activity }}
touches
{{ r.overdue }} late
Recent activity
{{ a.typeShort }}
{{ a.summary }}
{{ a.meta }}
Company, outreach status and a note. Edit any cell inline. Need bugs & custom columns? Use Leads Full.
{{ importMsg }}
Leads by user {{ u.initials }}{{ u.name }}{{ u.count }} No leads yet.
Company
Site
Outreach
Note
Created by
Created
Assigned to
Actions
{{ l.initials }}
{{ l.creatorInitials }}{{ l.creatorName }}
{{ l.createdAt }}
Converted
No leads yet. Add one, or import a CSV / TSV / JSON file.
Track every prospect: status, how you reached out, bugs found, and notes. Edit any cell inline.
{{ importMsg }}
Company
Site
Status
Contacted via
Bug found
Bug details
{{ col.label }}
Created by
Notes
Actions
{{ l.initials }}
No bug
{{ l.creatorInitials }}{{ l.creatorName }}
Converted
No leads yet. Add one, or import a CSV / TSV / JSON file.
{{ importMsg }}
{{ selectionCount }} selected
Company
Owner
Stage
Value
Tags
Follow-up
{{ c.name }}
{{ c.industry }} · {{ c.location }}
{{ c.ownerInitials }}{{ c.ownerName }}
{{ c.stageLabel }}
{{ c.valueLabel }}
{{ tg.name }}
{{ c.followLabel }}
Name
Title
Company
Email
{{ p.initials }}{{ p.name }}PRIMARY
{{ p.title }}
{{ p.company }}
{{ p.email }}
← Companies
{{ detail.initials }}

{{ detail.name }}

{{ tg.name }}
{{ detail.industry }} · {{ detail.size }} employees · {{ detail.location }} · {{ detail.website }}
Log activity
Activity timeline
{{ a.typeShort }}
{{ a.typeLabel }}{{ a.when }}
{{ a.summary }}
by {{ a.userName }}
Notes
Deals+ Add
{{ d.title }}{{ d.value }}
{{ d.stageLabel }}{{ d.pipeline }}
Contacts+ Add
{{ p.initials }}
{{ p.name }}PRIMARY
{{ p.title }} · {{ p.email }}
Files+ Upload
{{ fl.name }}
{{ fl.meta }}
No files yet.
Account details
{{ m.k }}{{ m.v }}
Weighted forecast {{ weightedForecast }}
Deal
Company
Stage
Value
Weighted
Close
{{ d.title }}
{{ d.pipeline }} · {{ d.ownerName }}
{{ d.company }}
{{ d.stageLabel }}
{{ d.valueLabel }}
{{ d.weighted }}
{{ d.close }}
← Deals

{{ dealD.title }}

{{ dealD.company }} · {{ dealD.pipeline }} · owner {{ dealD.ownerName }}
{{ dealD.valueLabel }}
weighted {{ dealD.weighted }} · {{ dealD.prob }}%
Stage — click to moveclose: {{ dealD.close }} · follow: {{ dealD.followLabel }}
{{ s.label }}
Products & line items
{{ li.name }}
{{ li.qty }} × {{ li.price }}
{{ li.total }}
Deal total{{ dealD.valueLabel }}
Close deal
Lost reason: {{ dealD.lostReason }}
Linked proposal
{{ dealD.proposalTotal }}
valid until {{ dealD.proposalValid }}
{{ dealD.proposalStatus }}
No proposal yet.
{{ layoutHint }}
{{ col.label }}{{ col.count }}{{ col.total }}
{{ card.name }}
{{ card.company }}
{{ card.ownerInitials }}{{ card.valueLabel }}{{ card.followLabel }}
Rep
{{ h.label }}
{{ lane.initials }}{{ lane.name }}
{{ card.name }}
{{ card.valueLabel }}
ESC
{{ grp.title }}
{{ r.initials }}
{{ r.name }}
{{ r.sub }}
No matches for “{{ q }}”.
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Lead columns & options

Customise the status list, contact methods, and add your own columns.

Status options
{{ s.label }}
Contact methods
{{ m.label }}
Custom columns
{{ c.label }}

{{ createTitle }}

⚠ {{ createErr }}

New company

⚠ Possible duplicate: {{ dupWarning }}