CRM
Early accessA CRM that knows what happened after the deal closed
Track inquiries, contacts, companies and conversations in one place, and see every project, document and invoice connected to each customer.
CRM & Customers is in early access. Available to invited workspaces while we finish it. The capabilities below describe what early-access workspaces can use; details may change before general availability.
What's included
CRM & Customers, in practice
Inquiry to customer in one record
Capture a lead, qualify it, and convert it into a customer without re-entering anything. The record carries forward.
Timeline of every interaction
Notes, calls, emails you log, proposals sent and invoices issued appear on a single chronological timeline.
Pipeline you can actually read
A simple stage-based pipeline with totals per stage. Drag to move, filter by owner, and spot stalled deals.
Custom fields without a consultant
Add the fields your business needs (sector, region, referral source) and use them in filters and reports.
Follow-up reminders
Set a next action on any lead or customer. It shows up in your tasks, so nothing goes quiet by accident.
Customer view across the workspace
Open a customer and see their open projects, outstanding invoices and shared documents on one screen.
Outcomes
What changes for your team
- Fewer dropped follow-ups
- One customer record instead of three spreadsheets
- Clear ownership of every relationship
Connected to
Works with the rest of the workspace
- ProjectsMilestones, budgets and status for every piece of client work.
- Documents & QuotationsQuotations, proposals, contracts and files, organised by customer and project.
- InvoicingInvoices from quotations, milestones or time, with payment status tracking.
- AI AssistantSummaries, drafts and next actions grounded in your own workspace data.
Used by
See it in context
FAQs
Questions about crm
Your entire business. One intelligent workspace.
One intelligent workflow, from customer inquiry to payment.
Request Early Access