Turn leads into clients, then into projects
A pipeline that connects sales to delivery. Track leads and deals, then convert a won deal into a live project and invoice without re-entering anything.
Sales pipeline
$284k openLead
Harbor Line
$24k
Studio Kestrel
$12k
Proposal
Vela Logistics
$58k
Won
Cobalt & Co
$41k
What you get with CRM
A pipeline you can read
Drag deals through stages, see weighted value, and know exactly what is going to close this month.
Proposals and estimates
Send branded proposals and estimates, then turn an accepted one into a contract and project instantly.
Contacts and companies
Keep every conversation, file, and note attached to the right client so nothing slips.
Sales meets delivery
A won deal becomes a project with the scope, budget, and team already in place.
Replaces
HubSpot, Pipedrive, Zoho CRM
And it comes with the rest of your business attached.
CRM questions
Does a won deal become a project?
Yes. Converting a deal carries the scope and budget into a new project so sales and delivery stay connected.
Get crm and the whole platform
Start free in minutes. No credit card, no per-module upsell, no five tools to glue together.
Free forever for unlimited users. No credit card required.