Every customer, one page.
From first enquiry to the last payment: the pipeline, the quote, the invoices and what they still owe, without exporting anything.
CRM, in detail.
Pipeline board
Drag deals through your stages; values and win rates update live.
Quote from the deal
One click turns a deal into a quote with the agreed lines.
Customer 360
Orders, invoices, payments, credit and conversations on one page.
Credit control
Credit limits and overdue holds stop risky new orders.
Activities
Calls, meetings and follow-ups with reminders.
WhatsApp and email
Conversations logged against the customer automatically.
Three steps, no retyping.
Capture
Leads from the website, WhatsApp or by hand.
Win
Quote and follow up from the pipeline.
Serve
Invoices, payments and support on the customer’s page.
Questions people ask
Is the CRM a separate subscription?
No. It is part of the plans that include it and shares the same customers as invoicing.
Can I import contacts?
Yes, from Excel or CSV.
Does it track WhatsApp conversations?
WhatsApp Business integration is planned so messages log against the customer.
When is CRM available?
CRM is planned for release v0.6.
Start with one place for the whole business.
Free plan forever. 14-day trial on paid plans, no card. We set you up within one working day.