Pipeline, quotes, contracts, sales orders, invoices, payments, multi-country tax, automations, webhooks, reports, email tracking, 2FA, audit log — all in one CRM. Click through, or jump straight in.
Capture every conversation, qualify in one click, never lose a name.
Public web form, manual entry, or POST /api/leads. Honeypot + IP rate-limit built in. Routes straight into the qualification queue.
Company-level records with multi-address, parent-account hierarchy, tier, churn flag. Companies House / EIN / GST identifier per country.
Per-account contact list with persona + DMU role, email opt-out, mailing address, primary flag, full activity history.
One click — creates Account (or links to existing), Contact, and Pipeline atomically. Nothing duplicated, nothing forgotten.
Track every opportunity by stage, with line-item pricing that flows through every doc.
Prospecting → Qualification → Proposal → Negotiation → Won / Lost. Customisable stage names per tenant.
Each opportunity has a product breakdown with qty, unit price, discount, delivery dates. Pricing snapshot persists into the Quote.
Probability + close date on every opportunity. Weighted forecast rolls up by stage, by rep, and by close month.
Live view from pipeline value → won deals → cash collected. Spot stalling stages and underperforming reps.
Professional, versioned, immutable. No "which version did I send last?" panic.
Auto-numbered QUO-YYYY-#####. Each revision creates a new immutable version — full audit trail.
Quote items frozen at generation. Price changes on the product master don't affect historical quotes.
Professional templates via Dompdf. Letterhead with your logo. Send as email attachment from the app.
Contract document derived from the accepted quote. Sign-off tracking, expiry dates, renewal reminders.
When the deal closes, everything downstream is one click away.
Closing a deal as "Won" auto-generates a Sales Order. Items snapshot from the accepted quote or pipeline.
One or many per Sales Order. Country-aware tax applied at the document rate. Partial-payment aware throughout.
Bank transfer, card, cheque, direct debit, cash. Auto-reduces invoice outstanding balance. SO flips to Paid when balance hits zero.
Outstanding-balance view across all open invoices. Filter by customer, date range, currency, overdue status.
Tax labels, banking fields, and PDF templates that match where you actually do business.
VAT (UK), Sales Tax (US), GST (India). Tax label, default rate, and breakdown on every PDF.
Sort code + account number (UK), routing + account (US), IFSC + account (India). Shown on invoices automatically.
Country-specific PDF templates — correct tax line, correct banking footer, correct legal small-print per country.
Trade in any currency. Set your base currency, edit FX rates from admin. Dashboards roll up to base currency.
Stop chasing late invoices and stale leads. Six rules included — one click to enable.
Run rules daily on a cron. "Quotes sent 5+ days ago, still no response" → reminder email to the contact.
Fire instantly on data changes. "Invoice status → paid" → thank-you email with receipt PDF attached.
Stale lead nudge · quote follow-up · pipeline stuck · overdue reminder · auto-flip overdue · payment thank-you. All disabled by default for review.
Tweak thresholds, edit email body with {{contact_first}} templates, change frequency. Run-history shows what fired and when.
Push CRM events to any HTTP endpoint in real time. Slack, Zapier, your data warehouse, custom scripts — connected in minutes.
lead.created, pipeline.won, invoice.paid, payment.received, and 23 more. Each subscription picks the events it cares about — no spam.
Every request signed with HMAC-SHA256. Your receiver verifies authenticity in one line of code — no shared secrets in URLs, no trust gymnastics.
Failed deliveries retry on a gentle curve. Full audit log with one-click replay for anything that didn't land. Inspect HTTP responses, headers, signatures.
Add, rotate, disable subscriptions from the admin UI. Send a test ping anytime to verify your receiver. Multiple subscriptions per workspace.
Pre-built reports for the metrics that matter. Build your own without writing SQL.
Pipeline by stage, revenue by month, top accounts, win/loss by rep, quote conversion, overdue invoices, AR aging, lead source ROI.
Pick an entity, pick columns from a curated join library, add filters, see live preview as you build. No SQL, no waiting.
Save personal report variants. Sticky filters per user. Share with the team or keep private.
Export any report to PDF (branded letterhead) or CSV. Schedule daily / weekly delivery via Automations.
Send from the CRM, capture every reply, see the full thread on the contact record.
Send buttons on Contact, Lead, Pipeline, Account. Templates with variables, attachments up to 25 MB, CC/BCC.
Per-tenant reply-to address. Inbound replies match back to the right entity automatically — no forward-to-CRM gymnastics.
Every outbound + inbound email on the entity timeline, with full body shown inline. Filter by type or date.
Reusable HTML templates per tenant. Variables for contact name, account, deal value, currency. Preview before send.
Per-tenant database isolation, 2FA, full audit trail. The boring stuff done right.
Every tenant's data is enforced at the database level with row-level security policies — not just application-layer filtering. Every query is scoped to your workspace automatically, with no way around it.
Our own internal admin systems require two-factor authentication and are fully separated from customer data access — the same discipline we'd want from any vendor holding our data.
Admin, Sales (own records), Finance, Viewer. Owner-scoped queries throughout. No leakage between reps.
Every create, update, delete and state change recorded with before/after diff, user, IP, timestamp. Filter, search, export.
Update fifty records in a click. Remember the filter you actually use every Monday.
Bulk delete, status change, assign owner across Accounts, Contacts, Leads, Pipeline, Quotes, Invoices, Products, Users.
Set picklist or free-text fields on selected rows with preview-confirm. Mistake-proof for 100-row updates.
Per-user filter presets on every list page. "My open deals over £10k", "Overdue invoices > 30d" — one click.
Bulk-bar works on touch. List pages reflow for phone screens. Read and act from anywhere.
Add fields, picklists, templates from the admin UI. No developer required.
Add your own fields to any entity — Leads, Deals, Accounts, Invoices, and more. Dropdowns, formulas, and calculated values, all from Settings, no developer needed.
Track what a standard CRM was never built for — equipment, projects, subscriptions, anything — linked directly to your Deals and Accounts, with your own fields and even cross-object formulas.
Manage every dropdown value from Settings. Grouped by module, collapsible.
Per-tenant PDF letterhead and email template overrides.
Import accounts, contacts, leads, products with a column-mapping wizard. Auto-create missing parent accounts on the fly.
Built for the way sales teams actually work — on phones, between meetings, in WhatsApp threads.
Core screens — dashboard, deal view, pipeline board — work cleanly on your phone, with more of the CRM going mobile-friendly every release.
Inline edit on lists. Bulk-bar slides up when rows are selected. Keyboard shortcuts on every page.
First-time visits to each module suggest the next action ("Add your first lead", "Create your first quote"). No staring at blank pages.
Upload your logo, set brand colour, customise email footer signature. Your CRM looks like yours.
We ship continuously. Here's what we're actively building.
"N days after X" triggers — e.g. follow up 3 days after a deal goes quiet, or check in 30 days after a sale closes.
A safe space to test new fields, automations, and imports before they touch your live data.
Free 14-day trial. No card. Workspace ready within minutes.
