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.

360°
view of every customer
Auto
follow-ups and workflows
Custom
fields and records for your business

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
CRM

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.

WhatsApp us

More products

Explore the rest of the lineup.

All products
Live ChatCustomer messages scattered across five different apps?
Ticketing SystemSupport requests getting lost in a shared inbox?
E-Learning PlatformWant to run or sell your training courses online?
Cloud WorkspaceCompany files spread across personal Drive and Dropbox accounts?
AI AssistantDrowning in email, scheduling and repetitive tasks?
Web AnalyticsNot sure which visitors turn into customers?
HR SystemLeave requests and employee files living in spreadsheets?
Social Media SchedulerPosting to every platform by hand, one at a time?
Fitness & Nutrition AppWant members tracking meals and workouts in your own app?

Ready to run your business on better tools?

Tell us which product you need and we will get it running for you under your brand.