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's inside
Contacts
Customer records linked to companies, with source and status tracked.
Companies
Company profiles that group contacts and deals, with type and status.
Deals pipeline
Drag deals across stages and watch the rollups update per stage.
Dashboard
A home view that surfaces the pipeline health and follow-ups at a glance.
Tasks
Follow-ups and to-dos attached to deals and contacts — nothing slips.
Standalone
CRM-native deals, not task-locked — buy CRM alone and it just works.
How it works
From first log-in to daily use in three steps.
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01
Add contacts & companies
Build your address book with sources, statuses, and company links.
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02
Move deals through stages
Drag deals along the pipeline and watch each stage's rollup update live.
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03
Follow up, close, repeat
Tasks keep the follow-ups moving until the deal is won — then the trail is there for the next one.
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.
One platform, every product you need.
Buy one product or five — same users, customers, and projects. Add more anytime.
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