Contacts and companies
Contacts, companies, contact groups and a client portal.
Solution · Business workspace
Customers, sales and projects, in one workspace.
A business workspace in one app: customers, sales, projects, team and communication, with different access for each role and company. It runs with a real back end for teams, and there is a demo mode anyone can try in the browser, with no sign-up.
What is inside01 02 03 04 05 06 07 08
Everything a team works from.
Sales pipeline
A pipeline board with forecast, win rate, quotes and invoices.
Projects
Projects with tasks, discussions, files and progress.
Communication
Messaging, notifications, calendar, activities and a service desk.
Documents and stock
Documents with versions and approvals. Products, stock and purchase orders.
Team tools
Clock in and out, employee hours and travel requests.
Roles and access
Roles and permissions, custom fields, public forms and campaigns.
Dashboards
Your pipeline and team activity at a glance.
See it
Dashboard with pipeline 
Deals board 
Projects 
Contacts
The CRM in action.
Screenshots show demo data only. The live CRM needs a login.
Next step
Want this for your business?
Tell us how your team works. We will come back with ideas.