Clients & Sales
From first contact to paid invoice, in one record.
CRM, deal pipeline, quotes, invoices and payments — a contact is one record, not five.
The problem
Leads live in a spreadsheet, deals live in someone's head, and by the time an invoice goes out nobody remembers which conversation led to it.
What it does
Contact records that grow with the relationship
Every contact carries its full history: interactions, deals, invoices and payments in one profile.
Deal pipeline
A drag-and-drop kanban across Lead, Negotiation, Won and Lost — no separate CRM to keep in sync.
Invoices tied to the customer, not just a name
Sales invoices link directly to the contact, so revenue and profitability per customer are always current.
Interaction log
Calls, emails, meetings and notes recorded against the contact, so anyone on the team has the context.
Real profitability per customer
Total turnover, paid, overdue and profitability — paid revenue minus linked expenses — computed live, not estimated.
Works together with
Everything included