01
Lead management
Capture, qualify, assign, and track every opportunity from first contact.
Available for implementation
Customer operations
CRM & Sales Platform
Turn every lead and customer conversation into a clear next action.
Product overview
A clearer way to run the work.
Bring sales activity out of scattered spreadsheets and disconnected tools. The CRM & Sales Platform gives teams one reliable place to manage relationships, stay accountable, and understand what is driving growth.
Responsive web app
API-ready
Role-based access
Reporting
Core capabilities
The essential modules, thoughtfully connected.
02
Visual pipeline
Move deals through configurable stages with clear ownership and next steps.
03
Customer timeline
Keep conversations, notes, files, tasks, and decisions in one history.
04
Sales automation
Reduce repetitive work with reminders, routing, follow-ups, and notifications.
05
Reports & forecasting
Understand pipeline health, conversion, activity, and expected revenue.
06
Roles & permissions
Give each team the access and visibility appropriate to their work.
Business outcomes
Designed to improve the operation, not just digitize it.
A consistent sales process across the team
Faster follow-up with fewer missed opportunities
Clear pipeline visibility for decision-makers
A complete customer record that remains useful over time
A strong fit for
B2B sales teams
Service businesses
Agencies
Growing SMEs
Need a different workflow?
Modules, roles, reports, branding, integrations, and deployment can be adapted around your business requirements.
Discuss customization →Release history
What has changed in recent versions.
Review published release notes before opening an update-related support request.
v1.2.0
Forecasting and assignment upgrades
New planning tools for growing sales teams.
- Weighted forecast dashboard
- Round-robin lead assignment rules
- Saved views for regional managers
- Notification digest for overdue follow-ups
- Weighted forecast dashboard
- Round-robin lead assignment rules
- Saved views for regional managers
- Notification digest for overdue follow-ups
v1.1.0
Pipeline reliability improvements
Focused fixes and quality improvements for sales teams.
- Faster drag-and-drop stage updates
- Clearer ownership warnings during bulk edits
- Improved activity timeline ordering
- Export fixes for pipeline summary reports
- Faster drag-and-drop stage updates
- Clearer ownership warnings during bulk edits
- Improved activity timeline ordering
- Export fixes for pipeline summary reports
v1.0.0
Initial release
The first public release of the CRM & Sales Platform.
- Lead capture and assignment
- Visual pipeline stages
- Customer activity timeline
- Role-based access controls
- Core reporting views
- Lead capture and assignment
- Visual pipeline stages
- Customer activity timeline
- Role-based access controls
- Core reporting views
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