Verifiable features

Everything needed to follow a sale from start to finish

A CRM focused on customers, opportunities and real sales work, with transparent limits and no marketing modules you will not use.

Shared contacts

Contacts belong to the organisation and can be linked to a shared customer.

Review opportunities, activities and connected data around the contact.

Record source, temperature, status, value, owner and next action.

Convert a lead in one operation without duplicating contacts by email.

Control title, customer, contact, amount, probability, date and owner.

Move opportunities between stages and keep a history of every change.

Create different processes and protect stages that already contain opportunities.

Relate calls, meetings and tasks to any sales record.

Apply global, team or own visibility across dashboards, lists and reports.

Measure new leads, open and won value, funnel and sources for a period.

Download filtered lists in six formats while preserving effective visibility.

View authorised Calendar and Invoice data without duplicating it.

A clear sales foundation for a small team.

Qualify and convert every initial contact.

See stages, value and next steps.

Bring together the sales context of every relationship.

Start with one pipeline, register your first leads and keep sales context from day one.