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Contacts
A lifecycle stage from lead to churned, on every account the person works with.
What can you do with CRM & sales?
One contact, many accounts
Their history follows them, not a copy.
An honest forecast
Win rates come from your own history.
Quotes from one price list
Check capacity before you commit.
Won deal to contract
Deliverables drafted in one move.
What happens after a deal closes?
It turns into a draft contract and its deliverables in one move. The project and the invoices land on the same client, so sales, delivery, and finance all read one record.
Deal to contract in one move
Nothing gets typed twice.
Delivery on the account
Projects, tickets, and hours in view.
One timeline
Every call, email, and meeting.
Across the workspace
From closed deal to paid invoice.
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.
Inside CRM & sales.
Deals
Ordered stages, scoring, and snapshots that show how the forecast moved.
Clients
The account record. Projects, tickets, contracts, and invoices roll up here.
Quotes
Priced from your catalog, readable without a login, and carried into the contract.
Products
One price list for quotes, invoices, and reports.
Scheduling
Booking pages that write to the calendar and the contact.
Live chat
Site chats that become tickets or contacts, no copy and paste.
Marketing
Campaigns and sequences on the list you sell from, tied to the deals they produce.
Communications
Calls and email threaded onto the account.
Data quality
Duplicate matching and enrichment keep one person on one record.
What CRM & sales connects to.
One workspace, so the records here are the records everything else reads.
Switching from another tool?
- Asana
- Trello
- Jira
- ClickUp
- Notion
- Confluence
- Airtable
- Linear
- HubSpot
- Salesforce
- Zoho
- Zendesk
- Toggl
- Clockify
- Google Sheets
- Excel
- Monday.com
- Harvest
If it exports a CSV or a document, it moves. See how to migrate
Questions people actually ask.
Don't see your question? Contact us
Can a contact belong to more than one account?
Yes. One person, one record, on every account they work with.
Where do leads live?
Leads are contacts at an early stage, not a separate list. Qualify one and the stage moves. Nothing is copied.
Do quotes turn into contracts?
Yes. An accepted quote carries into the contract and its deliverables. Clients can read quotes without a login.
Can we run campaigns from Scrambl?
Yes. Campaigns, sequences, and journeys run on the contacts you sell to, and results tie back to the deals they produce.
How are duplicates handled?
Matching flags likely duplicates. Merges keep the full history and can be undone.
Can we see every interaction with an account in one place?
Yes. Calls, email, meetings, tickets, projects, and invoices roll up to one account timeline.
Ready to crack the chaos?
One workspace for projects, clients, finance, and everything in between. Every plan starts with a 30-day free trial, no credit card required.