Features
Everything your team needs to sell, in one CRM.
Every plan includes every module below, for unlimited users, on a server you own.
Leads and enquiries
- Capture every enquiry with its source and status
- Assign each lead to an owner on your team
- Filter leads by owner, source and status
- Convert a lead into a contact, company and deal in one step
Contacts and companies
- One record for each customer and each business
- Link contacts to their companies, deals and tasks
- A warning before you create a duplicate contact
- Attach files to a record
Sales pipeline
- Deals on a board, grouped by stage
- Mark deals won or lost, and reopen them
- See open deals by stage and by owner
Follow ups and reminders
- Schedule follow ups on leads, contacts, companies and deals
- Set reminders so nothing slips
- Tasks with owners, due dates and tags
Customer communication history
- Log calls, emails, meetings and notes against any record
- A timeline of everything that happened with a customer
- Records are archived instead of deleted, so history stays
Dashboard and reports
- A home dashboard with today's work and key numbers
- Leads by source and status
- Won deals by month
- Overdue tasks by owner
Team, roles and access
- Unlimited users on every plan
- Custom roles that decide what each person can see and do
- Access scoped to own records, the team, or everything
- Permission checked on the server for every screen, export and report
Data management
- Search across your records
- Export contacts, companies, deals and tasks
- Turn off modules your business does not use
- All of it on your own server