Everything about each business client in one place - pipeline, contracts, renewal dates, tasks, and e-signatures. AI sets it up for your sector in minutes.
The CRM is for when your customer is another business — consultancies, professional services firms, contractors, agencies, and similar. The person you speak to is a contact; the account is the company. A lead is inbound interest before that company exists on your books — convert once they are qualified. Companies, contacts, deals, contracts, and every call or meeting stay linked, so the full history of an account is one click away. Getting started is quick: describe your business in a sentence or two and AI suggests pipeline stages, client labels, activity types, and a service list to match your sector. Review each suggestion and apply it in one click - nothing is locked in, and you can cha…