Everything a service business runs on
Clients, sales, project delivery, support and billing in one workspace. Features marked “Coming soon” are being built and are not available yet.
Clients
Every client relationship in one place, with a portal they can use themselves.
Companies
One record per client: contacts, projects, invoices, tickets and history together.
Contacts
Everyone you work with, linked to their company, with notes and activity.
Client portal
Clients sign in to see their invoices, projects and tickets, and open new requests.
Sales
From first enquiry to signed deal.
Leads
Capture enquiries, qualify them and convert the good ones into clients and deals.
Deals and pipeline
A visual pipeline of every open opportunity, stage by stage.
Meeting scheduler
Public booking pages so prospects and clients can book time with you.
Delivery
Run client projects and the tasks inside them.
Projects
Plan client work with tasks, files, discussions and a shared view for the client.
Tasks
Assign work, set due dates and reminders, break it down with checklists and subtasks.
Support
Answer client requests without a separate help desk.
Support tickets
A help desk for client requests, with departments, internal notes and email intake.
Billing
Invoice the work and get paid.
Invoices
Professional invoices with taxes, recurring billing and automatic overdue reminders.
Payments
Record payments and let clients pay invoices online by card through your Stripe account.
Multiple currencies
Invoice each client in their own currency.
EstimatesComing soon
Send quotes and turn accepted ones into invoices.
ContractsComing soon
Send contracts for online signature.
Credit notesComing soon
Issue credits against invoices.
AccountingComing soon
Bookkeeping that follows your invoices and payments.
Products and services catalogueComing soon
Reusable items and prices for invoices.
InventoryComing soon
Stock levels across warehouses.
Reports and automation
See how the business is doing and let routine work run itself.
Reports
Revenue, pipeline, invoice, tax and lead-conversion reports for your workspace.
Workflow automation
Rules that act when records change, so routine follow-ups happen on their own.
AI assistantComing soon
Summaries and drafting help across your records.
Your workspace
Control, security and data that stays yours.
Custom fields
Add the fields your business tracks to companies, contacts, deals and more.
Roles and permissions
Decide who sees and changes what, role by role.
Your branding
Your logo and colours on your workspace and client portal.
Data export
Export your records to CSV whenever you want. Your data stays yours.
Audit log
A record of who changed what in your workspace.
GDPR tools
Handle data-access and deletion requests from your contacts.
Custom domainComing soon
Run your workspace and client portal on your own domain.
Single sign-on (SSO)Coming soon
Sign in through your identity provider.
Communication
Talk to clients without leaving the CRM.
Shared inboxComing soon
Your team's email inside the CRM.
Email campaignsComing soon
Newsletters and campaigns to your contacts.
WhatsAppComing soon
Message clients on WhatsApp from their record.
Integrations
Connect the tools you already use.
Google Calendar and DriveComing soon
Sync meetings and files with Google.
Microsoft 365Coming soon
Sync calendar and email with Outlook.
SlackComing soon
CRM notifications in your Slack channels.
TelegramComing soon
CRM notifications on Telegram.
See it with your own work
Start on the free plan, or use the 14-day Professional trial that every new workspace gets.