This is the whole programme
Not a list of sixty tick boxes you use four of. Every part below works today, or it wouldn't be here. Invoices to your own customers are in it as well; they're listed with the rest on the pricing page.
Contact and relationship management
One file per company, with the people you speak to and a timeline of every call, every note and every stage change.
Read moreSales pipeline
Six stages from lead to won. Drag a card to the next stage; a lost deal asks you for a reason.
Read moreTasks and follow-up
Tasks with a due date, grouped by day, and one screen that shows what's due today and what has gone quiet.
Read moreTeam and permissions
Invite colleagues with the role that suits them: owner, manager, user or read-only.
Read moreImport and export
Your existing customer list in as a CSV, and your companies, contacts, deals and tasks back out the same way.
Read moreAI assistant
Three buttons under a customer file, on your own key: summarise the file, suggest one next step, or draft an email. You read it over and decide yourself.
Read more
One line through all of it
They aren't built next to each other but on top of each other: what you do in one part shows up in the next.
A company gets a file
With its contacts underneath. Everything that happens after that hangs off this file.
A deal gets a stage
The deal belongs to the company. Move it, and that stage change sits in the timeline of that company.
An agreement becomes a task
With a date on it. The task is in your day the next morning, and if nobody does it, the deal turns up in the list of deals that have gone quiet.
What works the same way everywhere
Your organisation stands on its own. Every table in the database knows which organisation a row belongs to, and the database itself refuses to hand back someone else's row, not a filter in the code that you can forget, but a rule in the database that is always there.
Everything you change is recorded. Who, what, when, and the attempts that were refused as well. That is not keeping an eye on your staff but an answer to “who changed this”, the question you ask at the moment it suits you least.
And it works at any size. The same screens on a phone on the bus, on a tablet and on a wide monitor, with no second version that lags behind.
Start with one company
You don't need a credit card. Put one customer in, write one note, and you'll know whether this fits the way you work.