10 · Sales & customers
CRM
Every lead, deal and customer conversation in one place.
Keep every company, contact and deal in one shared system: see your sales pipeline at a glance, follow every email and meeting with a customer, assign tasks, and automate the follow-ups your team keeps forgetting. Shaped around the way you sell, not the other way round.
Who it is for
Made for teams that sell.
- Sales teams tracking leads in spreadsheets or WhatsApp
- B2B companies with long sales cycles
- Agencies and consultancies managing client relationships
- Businesses that outgrew a basic CRM and need their own fields
Custom quote
Priced for your team size and setup. Tell us what you need and we will send a fixed quote.
- Companies, contacts and deals
- A visual sales pipeline
- Email and calendar sync
- Tasks and notes on every record
- Automated workflows
- Custom fields and records
- Roles and permissions for your team
Everything included
A CRM your sales team will actually use.
All of this comes with the CRM, set up around your sales process.
Companies, contacts and deals
- A record for every company and person
- Deals linked to the right company and contacts
- A timeline of every email, meeting, note and change
- Import your existing contacts from a spreadsheet
- Fast search across everything
Sales pipeline
- A kanban board of deals by stage
- Drag deals from one stage to the next
- Deal value, close date and owner on every card
- Your own stages for your own sales process
Email and calendar
- Sync email from Gmail or Outlook
- Emails appear on the right customer automatically
- Calendar events linked to contacts and companies
- Choose what each team member shares
Tasks and notes
- Tasks with due dates and owners
- Notes on any record
- Favourites for the records you use most
Workflows
- Automations triggered when a record is created or changed
- Automatic tasks, updates and follow-ups
- Scheduled workflows that run on their own
- Send data to your other systems
Shaped around your business
- Custom fields on any record
- Custom record types — for example properties, projects or subscriptions
- Saved views as tables or boards, with filters, sorting and grouping
- Your logo and domain
Team and security
- Roles and permissions for each team member
- Control who can see and edit each type of record
- Your customer data on your own server
Connects to your tools
- A full API to connect your website and other systems
- Webhooks when records change
- Import and export data
Have a question about this?
Send us a message on WhatsApp and get a straight answer the same working day — no forms, no sales call.
More products
Explore the rest of the lineup.
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