The CRM That Wins the Deal and Keeps the Customer.
Leads, deals, orders and support tickets in one CRM that shares its customers, quotes and invoices with your accounting — so sales, support and finance all work from the same record.
One Record. Two Teams.
The CRM reads the same database as your accounting. Finance raises the quote and the invoice; sales sees them on the deal. The same record, never a copy to reconcile.
- 05CRM
Lead
Someone showed interest. Scored, so the warmest enquiries rise to the top.
- 05CRM
Deal
A real opportunity, with a stage, a value and an owner.
- 01Accounting
Quote
Raised in accounting and attached to the deal.
- 05CRM
Order
Created from the accepted quote, then tracked through to delivery.
- 01Accounting
Invoice
Billed in accounting and linked back to the order.
See It In Action
Everything a small sales team needs, from the first call to the repeat order.
Know Where the Month Stands
Open deals, pipeline value, revenue won and overdue tasks on one screen — the numbers a Monday sales meeting needs, without building a report.
- Pipeline value by stage
- Six months of closed-won revenue
- Overdue tasks and recent activity
Support That Keeps Its Promises
Tickets live beside deals, so an account manager sees open complaints before the renewal call. Every ticket runs against an SLA, with separate clocks for first response and resolution.
- First-response and resolution SLA clocks
- Priorities, categories and assignees
- Customer satisfaction ratings
Turn Conversations Into Orders
Reply to customers and leave notes for your team in the same thread. When a question turns into business, promote the ticket to a deal or create an order without leaving it.
- Internal notes the customer never sees
- Promote a ticket to a deal or an order
- Passwordless customer portal
Ready to Elevate Your Business?
No credit card required • Free for up to 5 users