Client accounts
Each client with its page, its contacts and the details used to invoice them.
CRM
What sales and administration need to know about each client, without copying data from one system to another.
Screenshots of the app with sample data.
Leads
Capture new clients' interest and follow it until it converts. Automatic prospecting lives in Marketing: what it finds lands here as a lead.
Opportunities
See each account's open opportunities and their status.
Works with AI assistants
CRM has its own MCP server, so AI assistants can connect to this module and work with its data.
See it with your projects
We'll show you how CRM would look with your company's data.