All-in-one business CRM

Run sales, projects and support from one place.

Capture leads, close deals, send invoices, deliver projects and support customers, all in one workspace your whole team can use.

Explore features Who it's for
  • Self-hosted & yours
  • Client portal included
  • Multi-currency & tax
15+Built-in modules
Quote → CashProposals to payments
Gantt & KanbanPlan the way you work
UnlimitedStaff roles & permissions
Core features

Everything from first contact to final invoice

Each module shares the same customer record, so your team always sees the full picture.

Lead management

Visual sales pipeline

See every opportunity and move it forward with a drag.

Track leads on a Kanban board grouped by stage, with the pipeline value of every column always visible. Import leads in bulk, tag them, and convert them to customers in one click.

  • Drag-and-drop Kanban with stage totals
  • Sources, tags, reminders and notes on each lead
  • CSV import and web-to-lead forms
Customers

A 360° customer hub

Every contact, document and conversation in one profile.

Manage companies and their contacts, group them by segment, and open their invoices, projects, tickets and files from a single profile. Contacts can sign in to a branded client portal.

  • Multiple contacts per company with permissions
  • Customer groups such as VIP, Enterprise and SMB
  • Self-service client portal
Proposals

Proposals that win

Send polished proposals and know exactly where each one stands.

Build proposals from reusable items and templates, send them by email, and let clients accept and sign online. Status tracking shows what's drafted, sent, revised, accepted or declined.

  • Online acceptance with e-signature
  • Convert to estimate or invoice instantly
  • Open-till dates and automatic reminders
Invoicing

Invoices & payments

Get paid faster with clear status and online payments.

Create one-off or recurring invoices, record batch payments and see unpaid, overdue and partially paid amounts at a glance. Clients can pay online through integrated gateways.

  • Recurring invoices and subscriptions
  • Overdue reminders and late-fee control
  • Credit notes, taxes and multi-currency
Project management

Plan delivery with Gantt

Milestones, tasks and timelines that keep projects on track.

Each project gets tasks, milestones, timesheets, files, discussions and its own Gantt chart. When the work is done, invoice the project straight from logged hours and expenses.

  • Gantt by milestone, with day, week and month views
  • Timesheets and billable hours
  • Client visibility controls per project
Help desk

Support ticketing

Resolve customer issues quickly, with nothing lost in an inbox.

Customers open tickets from the portal or by email. Route them by department and service, set priority, reply with predefined answers, and track every ticket from open to closed.

  • Departments, services and priorities
  • Email piping and predefined replies
  • Status filters and staff assignment
Reports

Reports & insights

Know where the business stands, month by month.

Built-in reports cover sales, payments, expenses, income versus expenses, leads and time. Charts and tables can be filtered by period and exported for your accountant.

  • Expenses vs income and sales reports
  • Lead conversion and staff performance
  • Export to Excel, CSV and PDF
More modules

Built in, so you don't need another tool

Click any screenshot to see it full size.

Estimates

Send quotes with expiry dates and convert accepted estimates to invoices in one click.

Contracts

Store MSAs, NDAs and SOWs, collect e-signatures and get alerts before contracts expire.

Expenses

Log costs with receipts, mark them billable and re-invoice them to the right customer.

Projects

Track every engagement's status, members, deadlines and budget in one list.

Tasks

Assign tasks with priorities, checklists and timers, in a list or on a Kanban board.

Knowledge base

Publish help articles for customers, or keep runbooks internal for your team.

Calendar

See due dates, tasks, project deadlines and team events on one shared calendar.

And more

  • Subscriptions & recurring billing
  • Credit notes & payments
  • Estimate requests
  • Goals & announcements
  • Staff roles & permissions
  • Email templates & notifications
Industries

Built for businesses that sell services

Any team that quotes, delivers and bills for its work can run on this CRM.

Agencies & Freelancers

Pitch with proposals, deliver client projects and bill logged hours.

IT & Software Services

Run dev projects on Gantt, support clients through tickets, and bill retainers as subscriptions.

Consulting

Track engagements, timesheets and SOW contracts from proposal to payment.

Construction & Contractors

Send estimates, plan milestones and track materials as billable expenses.

Real Estate

Run a lead pipeline by source and keep agreements and client files together.

Legal & Accounting

Manage client matters as projects, store contracts and invoice billable time.

Education & Training

Sell courses with subscriptions, run workshops as projects, and publish FAQs.

Healthcare Clinics

Manage B2B accounts, service contracts and support requests in one place.

E-commerce & Retail

Handle wholesale customers, recurring orders and after-sales support tickets.

Manufacturing & Wholesale

Quote from an item catalog, invoice with taxes and track distributor accounts.

Event Management

Turn enquiries into proposals and plan each event's tasks on a calendar.

Non-profits

Manage donors and partners, run programmes as projects and report on spending.

How it works

One flow, from lead to loyal customer

  1. 1

    Capture

    Leads arrive from forms, imports or your team and land on the pipeline.

  2. 2

    Close

    Send a proposal or estimate. The client accepts online and becomes a customer.

  3. 3

    Deliver

    Plan the project, assign tasks and log time against milestones.

  4. 4

    Bill & support

    Invoice hours and expenses, take payments, and help clients through tickets.

Ready to bring your business into one place?

Bring leads, sales, projects and support together in one place, under your control.

Read the help center Back to features