Their history follows them, not a copy.
Win rates come from your own history.
Check capacity before you commit.
Deliverables drafted in one move.
Won deals hand straight to delivery, forecasts use your own numbers, and contacts stay clean.
It becomes a draft contract and its deliverables in one move. Sales, delivery, and finance all read the same client record.
Deals have ordered stages and scoring, and the forecast uses your own win rates. Snapshots show how it moved.
Campaigns run on the contacts you sell to, and each deal reports back to the campaign that started it.
Matching catches duplicates early, merges can be undone, and enrichment fills the gaps. Leads are contacts at an early stage.
A lifecycle stage from lead to churned, on every account the person works with.
Ordered stages, scoring, and snapshots that show how the forecast moved.
The account record. Projects, tickets, contracts, and invoices roll up here.
Priced from your catalog, readable without a login, and carried into the contract.
One price list for quotes, invoices, and reports.
Booking pages that write to the calendar and the contact.
Site chats that become tickets or contacts, no copy and paste.
Campaigns and sequences on the list you sell from, tied to the deals they produce.
Calls and email threaded onto the account.
Duplicate matching and enrichment keep one person on one record.
Across the workspace
A won deal becomes a draft contract and its deliverables in one move. Each deliverable bills its own way, and every invoice points back to the work it came from.
What this removes
Exporting and reconciling between your CRM, timesheets, and accounting.
One workspace, so the records here are the records everything else reads.
Don't see your question? Contact us
Yes. One person, one record, on every account they work with.
Leads are contacts at an early stage, not a separate list. Qualify one and the stage moves. Nothing is copied.
Yes. An accepted quote carries into the contract and its deliverables. Clients can read quotes without a login.
Yes. Campaigns, sequences, and journeys run on the contacts you sell to, and results tie back to the deals they produce.
Matching flags likely duplicates. Merges keep the full history and can be undone.
Yes. Calls, email, meetings, tickets, projects, and invoices roll up to one account timeline.
One workspace for projects, clients, finance, and everything in between. Every plan starts with a 30-day free trial, no credit card needed on core.
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