Clients and CRM
Every client, from first leadto signed-off work
One record per customer organization, with its people, projects, files, approvals and activity on one page, and a deliberately simple pipeline in front of it. No second tool to keep in step.
Pipeline · this quarter
16 leads- New6
- Qualified4
- Proposal3
- Negotiation2
- Won1
Won: converted to a client in one step, its contact carried across
[ 01 ] How it works
Lead to client in four steps
- 01
Add the lead
Company, contact, source, owner, estimated value, expected close date, tags and notes.
- 02
Move it along
New, Qualified, Proposal, Negotiation, then Won or Lost.
- 03
Convert when won
Won turns the lead into a client in one step, with its contact carried across.
- 04
Run the work
Projects, approvals and hours attach to the client from then on.
[ 02 ] Clients
One page answers “where are we with them?”
Contacts
The people you work with at each client, and who may use their portal.
Projects and tasks
Everything open for the client, with progress and what is overdue.
Files and approvals
What was shared, what was approved, and every version.
Activity
What happened on the account, newest first.
Client information grants
Contact details can be limited to the people granted them, finer than role alone.
Import
Clients and contacts from a spreadsheet, previewed before anything is written.
[ 03 ] Plans
Which plan has it
| Capability | Starter | Business | Agency |
|---|---|---|---|
| Clients and contacts | Included | Included | Included |
| CRM pipeline | Not included | Included | Included |
| Client reports | Not included | Included | Included |
Anything not on your plan can be added to one workspace on its own, priced from the same price book. Compare every plan
[ 04 ] Questions