Gary Club

CRM Snapshots

Point-in-time exports of any CRM view. Ship a snapshot to a teammate, archive a quarterly close, or reconcile against an external system.

Updated April 27, 20261 min read

Snapshots are immutable, dated copies of any CRM list view. Useful when you need to:

  • Hand a frozen list to an outside auditor.
  • Archive end-of-quarter pipeline state for board reporting.
  • Reconcile your CRM against a CSV export from another system.

How to take a snapshot

  1. Open any CRM list view (Contacts, Deals, Companies, Lists, etc.).
  2. Click Snapshot in the toolbar.
  3. Name it (e.g. "Q2-2026 close"); add an optional description.
  4. Confirm. The snapshot is immutable from this moment on.

Working with snapshots

  • Browse all snapshots at /dashboard/crm/snapshots.
  • Compare two snapshots side-by-side to see what changed.
  • Export to CSV at any time.
  • Snapshots cost no FUEL — they''re free to take and free to keep.

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