CRM software that tracks every client and every deal
Accounts, contacts, opportunities and a pipeline you can actually read. Log calls, emails and meetings against the account, attach quotes and contracts, plan follow-ups straight into the shared calendar, and let the AI write your client reports and account summaries from the history you already recorded.
- Accounts, contacts, roles and full activity history
- Sales pipeline, tasks, reminders and calendar sync
- AI-written reports, insights and per-account chat
- Documents, e-signature and sharing with your team