CRM where your work lives.
Pipeline, contacts, opportunities — connected to projects. When a deal closes, the project is already there. No sync. No integration. No Salesforce.
Pipeline stages you define
Drag deals between stages. Value, probability, expected close date — all visible. Header KPIs recalculate in real time. Your funnel at a glance.
Contacts and companies
Full records for people and organizations. Link companies to spaces and projects directly. Interaction history, notes, custom fields. Everything connected to real work.
Opportunities linked to projects
A deal is not just a number. It connects to the space where work happens — to the project, to the work items. End-to-end visibility from pipeline to delivery.
Activities timeline
Every interaction logged. Calls, emails, meetings, notes — attached to the contact and the deal. Full timeline so nothing falls through the cracks.
Dashboard and metrics
Open opportunities, pipeline value, deals closed this month, conversion rate by stage. Time-series charts. Calculated automatically — no manual reports.
No Salesforce needed
Import from CSV or enter manually. Automatic deduplication by email, domain, or company name. A real CRM inside your PM — not a third tool with a third invoice.