One shared sales identity
Contacts belong to the organisation and can be related to the correct customer.
- Essential details in one record.
- Email-based duplicate prevention during conversion.
- Consistent relationships between records.
Customers and contacts
All the sales information for each customer in one record
See who the contact is, which opportunities remain open and what activity has taken place without searching several lists.
Activity and opportunities together
The 360-degree record brings together sales work related to the contact.
- Open and closed opportunities.
- Tasks, calls and meetings.
- Owners and dates.
Context from other applications
With active connections it can view appointments, estimates, invoices and payments without copying them into the CRM.
- Governed read access.
- No duplicated documents.
- Calendar and Invoice retain ownership of their data.
Frequently asked questions
Does Client.coffee create invoices?
No. Invoices and estimates are managed in Invoice.coffee.
Is a connection to other applications required?
No. The CRM works independently and only views other data when you enable the relevant connection.
Can I export contacts?
Yes. Available lists export while preserving search, filters and visibility scope.
Organise the next step of every sale
Create a clear pipeline and bring leads, customers, opportunities and activities together from the Free plan.