Every lead, every deal, in one place.
A sales CRM we build for your business and keep running. Every lead is tagged with where it came from, deals move across your pipeline, and you see who opened your emails. Opens in any browser, on a phone or a laptop, with nothing to install.
0
Apps to install.
24/7
Open it from any browser.
1
Place for every lead and deal.
Powerful Features
Quote forms that fill the CRM
A customer fills in the quote form on your own website and lands in the CRM straight away, with their own quote number and everything they typed. No copying from email, and someone already on your list attaches to the record you have.
Every lead source-tagged
Cold call, outreach email, WhatsApp or referral, each lead records where it came from, so you know what is actually working.
Smart Pipelines
Visualise your sales process. Drag and drop opportunities as they move through your custom deal stages.
Works in any browser
No app to install and no seat licences. Your team opens a link and signs in, on a phone at a client site or a laptop at the desk.
WhatsApp Marketing
Reach customers instantly with automated text campaigns that have 98% open rates.
Email Marketing
Send beautiful newsletters and automated follow-up sequences that convert leads into sales.
Appointments
Book a meeting against the lead's own record, so the next step is on the calendar instead of in someone's head.
Tasks & Reminders
Stay organized. Add specialized notes, set tasks, and receive automated reminders so nothing slips through...
Team Collaboration
Assign leads, track agent performance, and collaborate seamlessly with unlimited team members.
The quote form your customers actually see.
This one runs on a parts supplier's own site. A buyer picks what the part is for, lists the part numbers, adds a photo and sends it. It arrives in the CRM as a lead with its own quote number, already attached to them if they have ordered before.
- Your branding, your web addressCustomers never leave your site to ask for a price.
- Photos come attachedA picture of the part answers more than a paragraph ever does.
- Nothing to retypeIt writes itself into the CRM, so nothing is lost in an inbox.
Every deal, and what to do next.
Stages run across the top and every deal is one card, carrying where the lead came from, what it is worth, whether they opened your last email and when you are next meeting. Drag a card to move it along.
- A source tag on every cardSee at a glance what is actually bringing work in.
- Values totalled per stageKnow what is really in play, not what it feels like.
- Quiet deals get flaggedYou chase them before they go cold, not after.
Interested in our Unified CRM?
Manage your business from anywhere. Get the power of CRM on your desktop and mobile devices.
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