Relationships tracked. Deals closed.
Manage your pipeline from first contact to signed deal. Organisation profiles, contact records, deal stages, quotes, and interaction history give your team the context to move fast and never drop the ball.
Screenshots coming soon
What's included
Organisation profiles
Every company you work with, recorded.
A central record for every organisation in your network — clients, prospects, suppliers, and partners. Contact details, relationship notes, deal history, and linked interactions all in one place.
Contact management
The right person for every conversation.
Link individual contacts to organisations with their role, relationship type, and contact details. Multiple contacts per organisation — so when your main contact moves on, the relationship doesn't disappear with them.
Deal pipeline
Your pipeline, visible end to end.
Configurable pipeline stages that match how your sales process actually works. Each deal tracks value, stage, owner, and expected close date. See the full pipeline at a glance and know where each opportunity stands.
Quotes
Proposals generated and tracked in the CRM.
Build and manage quotes linked directly to deals. Track quote status — draft, sent, accepted, declined. When a quote is accepted, the deal progresses. Full quote history stays attached to the deal for reference.
Interaction logging
Every call, email, and meeting recorded.
Log interactions against contacts and deals — calls, meetings, emails, site visits. Notes attached to each interaction build a timeline of the relationship so anyone picking up a deal has the full context without asking.
Notes
Context that sticks.
Add free-text notes to organisations, contacts, and deals. Notes are timestamped and attributed to the person who wrote them. Quick to add, always visible, and searchable across the CRM.
Tasks
Follow-ups that don't get forgotten.
Create tasks linked to a deal or contact — follow up on Monday, send proposal by Thursday, chase invoice next week. Assigned to a team member, tracked until done. Nothing falls through the cracks.
CRM reporting
Pipeline health, in numbers.
Reports on deal volume, pipeline value, win rates, and activity levels. See which stages deals stall at, how long the average deal takes to close, and which team members are moving the most pipeline.
Activity feed
Everything that happened, in order.
A chronological feed of all activity across your CRM — interactions logged, deals updated, quotes sent, tasks completed. Useful for catching up on a busy pipeline without reading through every deal individually.
Projects integration
Won the deal. Now deliver it.
Link CRM deals directly to Projects. When a deal is won, the project is already in the system — the client, contacts, and context carry across so you can start delivery without re-entering everything from scratch.
Deal ownership
Every deal has an owner.
Assign deals to team members so it's always clear who's responsible for moving something forward. Pipeline views can be filtered by owner so managers can review their team's deals without wading through everyone else's.
CRM settings
Pipeline stages, your way.
Configure pipeline stages, deal categories, interaction types, and organisation tags to match how your business works. The CRM adapts to your process — not the other way round.
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