Contacts and a deals pipeline that moves
A standalone CRM: customer contacts, companies, and a kanban deals pipeline with stage rollups. Works even without PMO.
Built for: Sales teams, Founders, Account managers.
What you get
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Contacts
Customer records linked to companies, with source and status tracked.
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Companies
Company profiles that group contacts and deals, with type and status.
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Deals pipeline
Drag deals across stages and watch the rollups update per stage.
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Dashboard
A home view that surfaces the pipeline health and follow-ups at a glance.
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Tasks
Follow-ups and to-dos attached to deals and contacts, so nothing slips.
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Standalone
CRM-native deals, not task-locked: buy CRM alone and it just works.
How teams use it
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Add contacts & companies
Build your address book with sources, statuses, and company links.
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Move deals through stages
Drag deals along the pipeline and watch each stage's rollup update live.
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Follow up, close, repeat
Tasks keep the follow-ups moving until the deal is won, and the trail is there for the next one.
Works with the rest of your workspace
Same people, customers and projects. Add any of these when you need it.
Common questions
Does CRM need PMO to work?
No. CRM is standalone. Buy it alone and contacts, companies, deals, and tasks all work on their own.
Can we track the whole company, not just one deal?
Yes. Companies group contacts and deals together, so the account view shows everything in one place.
How do follow-ups stay on top of the list?
Tasks attach to deals and contacts, and the dashboard surfaces what needs attention next.
Bring your team onto one workspace
Start with the product you need today. Every other product is one click away when you are ready.
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