Know who to follow up, which offers await a reply, and what comes next. A simple CRM for your team.
The version you see is an example. We tailor design, features, and integrations to your needs. Our team handles creation, changes, and installation.
Built for Small sales businesses, agencies, and teams following leads and proposals.
Illustrative design, not a rigid template. Tap the image to enlarge. Your version is designed around your needs after agreeing features, feasibility, and a quote.
A sales enquiry arrives. Assign it to a colleague, record the offer, and plan the next contact. The deal stays visible until closure.
Record the need and the enquiry owner.
Record the offer, progress, and next action.
The task list shows what needs attention.
One team, two roles, five screens, and a pipeline of up to five stages. Contacts, recorded offers, next actions, and AI summaries for review.
Remote setup in the agreed environment, instructions, and one revision within scope.
Sales stages, record fields, responsibilities, and summaries.
Migration, automatic email, campaigns, multiple locations, and integrations with other CRMs or management systems are separate. It does not include invoicing.
Hosting, licences, external services, AI usage, and ongoing support are separate. Final price and timing are confirmed before ordering.
AI uses authorised notes to prepare summaries and drafts. The team approves communications.
Requests, owners, and updates in one place. From a broken light to a completed maintenance job.
Customers choose a service and time. You see appointments in your calendar, with confirmation and a reminder.
From site-visit notes to a quote, then an organised job. Using your price list and your customers.
