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CRM

Leads, clients and follow-ups that never depend on one person's inbox.

The problem it solves

Customer knowledge lives in individual mailboxes. Follow-ups are missed, and when someone leaves, their relationships and context leave with them.

Main workflows

  1. 1Capture leads and convert them to clients
  2. 2Group clients and manage contact data
  3. 3Set reminders for follow-ups
  4. 4Link clients to projects and orders

Key capabilities

  • Lead pipeline
  • Client records and groups
  • Reminders
  • Client requests handling

On mobile

  • Check client context before you walk into a meeting

Reporting

  • Client and pipeline overviews