CRM & sales
A CRM that remembers everyone.
One record for every person and company you deal with: who they work with, what you said, what they bought, and what happens next. The sales pipeline, the proposals, the invoices, and the project all hang off that same record.
People and companies, connected
Contacts and companies share one record, with the relationships between them and a full activity timeline. A company’s history rolls up the notes from everyone attached to it.
Deals and pipelines
Track opportunities through your own stages and see what is moving, what is stuck, and what is worth a call today.
Quotes that become invoices
Send a branded proposal, turn it into an invoice, add tax, and take payment by card through Stripe. No retyping between tools.
Projects on the same record
Tasks, deliverables, a kanban board, and time tracking, connected to the client they belong to. Share a project with the client in their portal.
A contact from every door
Forms, pop-ups, landing pages, ticket sales, and a scanned business card all land in the CRM, tagged with where they came from.
Works with your Google account
Google Contacts and Tasks stay in sync in both directions, so the phone in your pocket and the CRM agree.
Autopilot drafts the follow-up
It finds the deals that have gone quiet and drafts an email for each. You read it, edit it, and approve it. Nothing sends on its own.
Ask for it in plain language
Connect Claude or ChatGPT and say “add Jane at Acme and book her a call.” It works inside your account, with a key you can revoke.
Who reaches for it first
Consultants
Prospects, retainers, and engagements in the words you already use.
Startups
A real pipeline and invoicing without a per-seat sales stack.
Associations
Every member, sponsor, and partner organisation, and how they connect.
What it replaces
- HubSpot or Pipedrive
- FreshBooks or HoneyBook
- The spreadsheet of who owes what
Which plan includes it
Contacts, lead capture, the activity timeline, and quotes and invoices are on every plan. Companies and relationships, deals, projects, the AI assistant, and Autopilot start at Studio.
Compare every plan →