A simple CRM for small businesses

A sales pipeline you can see at a glance

Each stage of your pipeline is a column with its running total, so you can see what’s likely to close and what’s stuck. Drag a deal to move it on. Stage, value and owner changes are recorded on the deal, so you can see how it got there.

• ✓Filter by owner or lead source
• ✓Mark deals won or lost to see your win rate
• ✓Set an expected close date on each deal

Contacts and companies, linked together

Store the people you deal with and the businesses they work for. Each record has a timeline of notes, calls, meetings and emails, so anyone on the team can pick up a conversation where it was left.

• ✓Custom fields for the details your business needs
• ✓Import contacts and companies from CSV, and export them again
• ✓Search across every record from one box

Follow-ups that don’t slip

Add a follow-up to any deal, contact or company and assign it to a colleague. Each morning, everyone gets one email listing what’s overdue and due today. Dates also appear on a shared calendar, with a private feed for Outlook, Google or Apple Calendar.

Capture leads from your website

Link to (or embed) your workspace’s enquiry form and every submission arrives in the pipeline as a new lead, with its source recorded so you can see which channels bring in business.

Your own private workspace

Each business gets its own address and its own separate database. Invite colleagues, give each one access to just the areas they need, and transfer ownership if someone leaves.