Contacts & Leads
Manage customer records, lead status, scoring, and activity history.
Track every lead, deal, quote, support ticket and conversation in one place — with email, WhatsApp, invoicing and AI follow-up built in. No more spreadsheets. No more missed follow-ups.

No credit card needed
Out of the box
Sales pipelines
And phone
Bring contacts, sales, conversations, and follow-ups together in one workspace.
Leads are missed across websites, WhatsApp, social media, and email.
Quotes, invoices, and customer details are scattered across tools.
Customer conversations and commitments are hard to track.
Follow-ups and daily sales tasks are difficult to manage.
Essential tools for customer relationships.
Manage customer records, lead status, scoring, and activity history.
Track deals, pipeline stages, forecasts, quotes, and invoices.
Manage email outreach and supported WhatsApp, SMS, and social integrations.
Organize support tickets, tasks, reminders, and follow-ups.
Use available AI tools, sales reports, and activity insights.
Connect supported forms, APIs, webhooks, and tools with team access controls.
Manage leads, track opportunities, and organise quotes and invoices in one place.
Move each opportunity through clear sales stages.
Prioritise promising leads.
Monitor deals and sales progress.
Keep targets and follow-ups organised.
Coordinate sales activities.
Manage sales documents seamlessly from quote creation to final invoice.
Prepare branded quotations.
Share quotes as links or PDFs.
Convert accepted quotes into invoices.
Review invoice and payment statuses.
Online invoice payments are not currently available.
Manage conversations, support, and everyday tasks in one CRM.
Branded emails and engagement tracking.
Manage customer enquiries and conversations.
Send customer notifications through Twilio.
Keep call activity and customer history organised.
Organise leads from supported social channels.
Track customer issues and follow-ups.
Keep daily tasks and next steps on track.
Summarise content and draft replies.
Assist ID scanning with human review.
Features depend on CRM configuration and enabled integrations. Review AI-generated content before use.
Adapt your sales workflows to your industry and organize customer relationships around the way your business works.
Manage software enquiries, product demos, sales opportunities, and customer relationships.
Organize prospects, site assessments, quotations, and project-related sales stages.
Track property enquiries, client conversations, viewings, and deal progress.
Organize customer enquiries, travel requirements, and follow-up activities.
Organize contact workflows around your business needs.
Adapt contact management and sales workflows to your team's processes.
Streamline customer acquisition and relationship management in five clear steps.
Organize customers and import leads with CSV.
Prioritize leads and identify key opportunities.
Move opportunities through your sales pipeline.
Manage customer conversations and tasks.
Use reports to plan your next actions.
Everything you need to know about setting up and using the CRM.
Features and integrations depend on your CRM plan and configuration.
Tell us about your business goals and CRM requirements. Our team will help you explore a solution tailored to your workflows, customers, and growth plans.
Customized pipelines, fields, and automation tailored to your business workflows.
Discuss your requirements with our technical team and explore the right solution.
Get started with guided onboarding, data migration, and team support.
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