Sell and engage · Available
CRM
Customers, leads and deals in one record, with consent built in.
CRM keeps one record per person or organisation, with leads, deals and activities. Pipelines and lead scoring are built, and consent is tracked per purpose and channel.
- sales manager
- sales rep
- business owner
What it changes
Why teams run CRM
- Every conversation, deal and activity sits on one customer record.
- Leads from your website forms arrive already filed.
- Duplicates are caught, and merged with an undo.
- Consent and data requests are handled where the data lives.
Capabilities
In CRM today
Each item below is built and in the product now.
- Available
One record per customer
People and organisations with roles, contacts, addresses and several tax ids.
- Available
Leads with kanban and conversion
Lead stages, sources, lost reasons, kanban, conversion to customer and deal.
- Available
Deals across several pipelines
Pipelines with stage probabilities, deal board, win/loss capture, deal team and customer contact roles.
- Available
Lead scoring
Lead scores with their breakdown, in sortable lists.
- Available
Activities and follow-ups
Tasks, calls, meetings and logged emails with reminders and a calendar agenda.
- Available
Duplicates and merge with undo
Duplicate warnings or blocks per channel; merge with field picks and 30-day undo.
- Available
Web-to-lead
Website forms create leads with their source and consent.
- Available
Consent and data-subject requests
Consent ledger by purpose and channel; export and erasure requests with preview.
Not advertised as live yet
- PlannedMailbox sync and email-to-leadMailbox connectors are built and tested on recorded data; they need live accounts.
- PlannedCalendar subscription linkWaiting on a security review.
- PlannedMapsWaiting on a map provider decision.
- PlannedTerritories on leads and activitiesTerritories cover customers and deals today.
On the same record
How CRM connects
What happens in CRM is already in these products, with nothing exported or re-typed.
See it working
A walkthrough with the people who build it.
We show CRM on a real workspace in a demo call, with your own kind of data, rather than with stock screenshots.
Questions
CRM, answered plainly.
Is CRM available today?
Yes. Everything listed under "In CRM today" is built and in the product now. Anything planned is listed separately and marked.
Can I use CRM on its own?
Yes. Switch on CRM alone and add other products when you need them. What you entered is already there for them.
What does CRM work with?
It writes into or reads from Sales, Campaigns, Forms, Desk, Projects, Books, AI, Flow, Insights, on the same record, so nothing is exported or re-typed.
Which countries is it for?
Sri Lanka first, then the United Kingdom, Canada, Australia and the United States: their currencies, address formats and week starts are already settings. Tax and payroll rates are unverified until an accountant signs them off.