A CRM that lives next to the work
Customers, contacts and notes sit beside the projects you run for them, not in a separate tool.
In the workflow
Three ways the week gets easier.
Keep enough structure to know what happens next, without adding a process that needs its own manager.
- 01
One record per customer
Company, contact details and running notes in one place, maintained where you already plan the work.
- 02
Projects attach to customers
Link a project to its customer and every task under it inherits the context. When the client calls, the whole engagement is one click away.
- 03
Made for service businesses
Freelancers and agencies juggle a handful of clients, not ten thousand leads. This is the CRM sized for that: no pipeline stages to groom, nothing to administer.