CRM
Turn leads into paying clients without a separate CRM silo. Track opportunities, stages, and next steps alongside invoices and files. Full communication history keeps your team aligned: no more “who said what” before a renewal or collection call. Built for solo professionals and small teams who need power without enterprise complexity.
Why this module makes the difference
Visual pipeline
Kanban board with custom stages. Drag deals and spot bottlenecks instantly.
Lead to billable client
Convert won contacts to invoicing clients while preserving the full commercial history.
Activities & follow-up
Tasks, calls, and meetings with due dates. Never miss an important follow-up.
Sales dashboard
Funnel KPIs, open pipeline value, and overdue activities to focus your week.
Pipelines
Model stages that fit your sector; move deals with clear owners and next-step rules.
Leads & deals
Track source, value, and probability; prioritize the funnel without losing commercial context.
Activities
Tasks, calls, and meetings with due dates; keep the sales team aligned on follow-up.
Notes
Free-form history per account—objections, agreements, and next steps visible to anyone on the case.
Kanban board
Drag deals across stages; spot bottlenecks at a glance without switching tools.
Lead-to-customer conversion
Promote won contacts to billable customers while preserving files and communications.
Dashboard
Funnel KPIs, open pipeline value, and overdue activities to decide where to push each week.
Module views
How it works
Configure your pipeline
Define sales stages tailored to your sector: proposal, negotiation, close, etc.
Log leads & deals
Capture leads with source, estimated value, and probability. Create deals and assign to stages.
Convert & invoice
When you win, convert the lead to a billable client. Full history is preserved.
Who benefits
See how this module adapts to different sectors.
Frequently asked questions
Modules that complement it
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