Customer Management
Stop losing leads in your inbox. Track every conversation, quote, and deal in one simple place that your whole team can access.
Stop losing leads
Every inquiry captured, every follow-up tracked.
Close deals faster
Move leads through your pipeline with clear next steps.
Better customer calls
See their full history before you pick up the phone.
Simple tools that help you stay on top of every relationship
See everything about a customer in one place—conversations, quotes, invoices, and purchase history.
Drag deals from Lead to Won. See exactly how much is in your pipeline at a glance.
Never forget to follow up. Set tasks and get reminded at the right time.
Find any customer, note, or deal in seconds. Search across your entire CRM instantly.
Add a contact
Import or create contacts in seconds
Track interactions
Log calls, emails, and meetings
Move deals forward
Drag through your sales pipeline
Close and invoice
Convert deals to invoices instantly
Try it free for 7 days. Cancel anytime.