Features

Everything that runs your business, connected

Every module shares the same clients and data. What happens in sales reaches projects, and what happens in projects reaches invoicing.

01

Clients and sales

Every client, with their full history

Contacts, leads and opportunities in one place, with every conversation tracked.

  • Contacts and companies

    A record for each client with their details, notes, proposals, projects and invoices.

  • Leads

    Your website forms come straight in as leads, ready to qualify.

  • Opportunities

    A board by stage with amounts and close dates to see what's coming in.

  • Proposals

    Quotes with line items, taxes and online acceptance by the client.

02

Schedule

Bookings and meetings without email ping-pong

Your own booking page, availability per professional and meetings with their notes.

  • Online bookings

    Clients pick a service and a slot on your booking page.

  • Availability

    Hours per professional and service, with cancel and reschedule from a link.

  • Meetings

    Agenda, notes and agreements from each meeting, linked to the client.

03

Operations

From the client's yes to a running project

When a proposal is accepted, the project is created with its phases and the team knows what to do.

  • Projects

    Phases, tasks, hours and collaborators, with each project's margin in view.

  • Contracts

    Recurring contracts and maintenance plans with their renewals.

  • Client portal

    A private space where your client sees progress, documents and invoices.

04

Finance

Invoices, payments and expenses in order

Issue invoices, record payments and expenses, and see what's pending without a spreadsheet.

  • Invoicing

    Invoices with VAT and withholding, automatic numbering, PDF and sending to the client.

  • Payments and due dates

    Partial payments, overdue invoices and what you're owed, always up to date.

  • Expenses and reports

    Expense tracking and a quarterly summary of income and taxes.

05

Growth

Win more and decide with data

Forms, automations and analytics so you spend less time on repetitive work.

  • Forms

    Build your own forms or connect your website's: every submission reaches the CRM.

  • Automations

    Reminders, tasks and alerts that trigger on their own.

  • Analytics

    Sales, profitability and business trends in one dashboard.

  • AI assistant

    Summaries, proposal drafts and a read of your invoicing.

Clients, sales, projects and invoicing are in the free plan.

Schedule, portal, automations and analytics come with a pack or an add-on.

Start free

Get your business in order this week

Create your free account and start with your clients and invoices. When you need more, switch on a pack with a 15-day trial.

Start freeSee pricing

No commitment · Data in the EU · VAT included