From first contact to won deal, next to your projects and invoices
One client and contact database, a sales pipeline with weighted value and funnel drop-off, prospects converted to customers in one step, and lost deals recorded with a reason.
CRM
- Central client and contact database
- Track deals through your sales pipeline
- Capture and qualify inbound leads
- Sales dashboard with weighted pipeline and funnel drop-off
- Turn a prospect into a customer and a deal in one stepConvert a prospect into a new or existing customer: its contacts are copied across, a deal opens in the first pipeline stage with Prospect as its origin, and the prospecting timeline stays where it was.Read the guide
- Close deals as won or lost, with reasons you can countDrop a deal on Won or Lost below the pipeline board, with Undo right after. Lost asks why from a fixed list of reasons, plus an optional note. Closed deals move to the List tab, where you filter by status and reopen one that comes back.Read the guide
Integrations & automation
- Close deals and log work from a chatAsk your connected assistant to mark a deal won, close a prospect or deal as lost with a reason from your list, log the hours you just worked or update a task. Each is a named action that stays within what your own account may do.Read the guide
Invoicing & clients
- Suppliers and clients, auto-enrichedKeep one registry of every client, supplier, and partner with tax IDs and payment terms, automatically enriched with public business data, with duplicate detection and merge to keep it clean.Read the guide
From first contact to won deal , next to your projects and invoices