CRM & Sales
Every contact, company and deal in one place, from first enquiry to signed quote.
One record per relationship, with the full history of calls, emails, tickets, invoices and projects on its timeline. Sales teams work deals on a board and managers see what is stuck.
What you can do
- Contacts and companies, with custom fields and a complete activity timeline
- Deal pipeline on a board, with required steps before a deal can move to the next stage and alerts for deals that go quiet
- Lead scoring that ranks new enquiries, and web forms that drop leads straight into the pipeline
- Quotes with line items, sent for e-signature, and turned into an invoice in one click
- Meeting scheduler that offers real free slots and logs the booking against the contact
- Email sequences and sales playbooks for repeatable follow-up
- Account-based marketing lists and an import tool with column mapping and duplicate merge
Good to know
- Two-way calendar sync is not built yet; the scheduler works on its own availability windows.