Built for "day-to-day work" CRM
If your team lives in deals, tasks, invoices, and tickets—this is built for that.
Deal boards by stage, lead capture, activity timelines, tags/custom fields, automation rules, and clear ownership—so the pipeline stays alive.
Pipelines that match how you sell: stages, probability, owners.
CSV import and fast lead-to-deal workflows.
Calls, emails, meetings—each tied to deals with due dates.
Notes, files, and activities in the contact/deal timeline.
Segmentation, filtering, and reporting using your own fields.
Auto-assign, reminders, and status updates based on rules.
Pipelines wie ihr verkauft: Phasen, Wahrscheinlichkeit, Owner.
CSV‑Import und schnelle Lead‑zu‑Deal Workflows.
Calls, E‑Mails, Meetings – jeweils mit Deal & Fälligkeit.
Notizen, Dateien und Aktivitäten in der Kontakt/Deal‑Timeline.
Segmentierung, Filter und Reports mit euren eigenen Feldern.
Auto‑Zuweisung, Erinnerungen und Status‑Updates per Regeln.
Pipelines que encajan con tu venta: etapas, probabilidad, responsables.
Importación CSV y flujos rápidos lead→deal.
Llamadas, emails, reuniones—ligadas a deals con vencimientos.
Notas, archivos y actividades en la timeline del contacto/deal.
Segmentación, filtros e informes con tus propios campos.
Auto-asignación, recordatorios y cambios de estado por reglas.
Des pipelines alignés sur votre vente : étapes, probabilité, owners.
Import CSV et workflows rapides lead→deal.
Appels, emails, réunions—liés aux deals avec échéances.
Notes, fichiers et activités dans la timeline contact/deal.
Segmentation, filtres et reporting avec vos champs.
Auto‑assign, rappels et mises à jour de statut via règles.
Pipelines que combinam com sua venda: etapas, probabilidade, responsáveis.
Importação CSV e fluxo rápido lead→negócio.
Ligações, emails, reuniões—ligadas a negócios com prazos.
Notas, arquivos e atividades na timeline do contato/negócio.
Segmentação, filtros e relatórios com seus campos.
Auto-atribuição, lembretes e atualizações de status por regras.
Nasıl sattığınıza uyan pipeline: aşama, olasılık, sahip.
CSV içe aktarma ve hızlı lead→fırsat akışı.
Arama, e‑posta, toplantı—hepsi fırsata ve tarihe bağlı.
Notlar, dosyalar ve aktiviteler kişi/fırsat timeline’ında.
Kendi alanlarınızla segmentasyon, filtre ve raporlama.
Kurallara göre oto-atama, hatırlatma ve durum güncelleme.
匹配你们销售方式的管道：阶段、概率、负责人。
CSV 导入与快速线索→商机流程。
电话、邮件、会议——与商机绑定并设定到期时间。
备注、文件与活动都在联系人/商机时间线中。
用你自己的字段做分组、筛选与报表。
基于规则自动分配、提醒和状态更新。
Quotes/estimates/invoices, taxes/discounts, PDFs, payment tracking, and recurring flows—right in the deal context.
Template-based quotes and fast customer delivery.
Estimates and approvals before invoicing.
PDF invoices with taxes/discounts and a clean audit trail.
Recurring billing for subscriptions and retainers.
Payment status and history tied to customers and deals.
Export billing data for finance and reporting.
Vorlagenbasierte Angebote und schnelle Zustellung.
Schätzungen und Freigaben vor der Rechnung.
PDF‑Rechnungen mit Steuern/Rabatten und sauberem Audit‑Trail.
Wiederkehrende Abrechnung für Abos und Retainer.
Zahlungsstatus und Historie pro Kunde und Deal.
Abrechnungsdaten für Finance und Reporting exportieren.
Presupuestos con plantillas y entrega rápida.
Estimaciones y aprobaciones antes de facturar.
Facturas PDF con impuestos/descuentos y auditoría clara.
Cobros recurrentes para suscripciones y retainers.
Estado e historial de pagos por cliente y deal.
Exporta datos de facturación para finanzas e informes.
Devis basés sur des modèles et envoi rapide.
Estimations et validations avant facturation.
Factures PDF avec taxes/remises et audit clair.
Facturation récurrente pour abonnements et retainers.
Statut et historique des paiements liés aux clients/deals.
Exportez les données de facturation pour finance/reporting.
Orçamentos com modelos e envio rápido ao cliente.
Estimativas e aprovações antes da fatura.
Faturas em PDF com impostos/descontos e trilha de auditoria.
Cobrança recorrente para assinaturas e retainers.
Status e histórico de pagamentos ligados a clientes e negócios.
Exporte dados de cobrança para finanças e relatórios.
Şablon tabanlı teklifler ve hızlı müşteri teslimi.
Faturalama öncesi tahmin ve onaylar.
Vergi/indirimli PDF faturalar ve temiz denetim izi.
Abonelikler ve retainer’lar için tekrarlayan faturalama.
Müşteri ve fırsatlara bağlı ödeme durumu ve geçmişi.
Finans ve raporlama için fatura verilerini dışa aktarın.
基于模板的报价与快速交付客户。
开票前的预估与审批。
带税费/折扣的 PDF 发票与清晰审计记录。
用于订阅与长期服务的周期性账单。
与客户和商机关联的收款状态与历史。
导出账单数据用于财务与报表。
Tickets + SLAs, knowledge base, team messaging, assignments/mentions, and role-based access—linked to the customer.
Assignment, statuses, priorities, and SLAs—clear lifecycle.
Tickets linked to contacts/companies/deals—no lost history.
Internal notes, handoffs, and transparent ownership changes.
Articles and internal docs so answers scale with your team.
Fast discussions without losing customer context.
Role-based access control to keep data clean and safe.
Zuweisung, Status, Prioritäten und SLAs – klarer Ablauf.
Tickets mit Kontakten/Firmen/Deals verknüpft – keine verlorene Historie.
Interne Notizen, Übergaben und transparente Ownership‑Wechsel.
Artikel und interne Doku – Antworten skalieren mit dem Team.
Schnelle Abstimmung ohne Kontextverlust.
Klarer Zugriff für Sales, Ops und Support.
Asignación, estados, prioridades y SLA—ciclo claro.
Tickets vinculados a contactos/empresas/deals—sin perder historial.
Notas internas, traspasos y cambios de responsable transparentes.
Artículos y docs internos para escalar respuestas.
Conversaciones rápidas sin perder contexto del cliente.
Control de acceso claro para ventas, ops y soporte.
Assignation, statuts, priorités et SLA—cycle clair.
Tickets liés aux contacts/entreprises/deals—historique conservé.
Notes internes, passations et changements d’owner transparents.
Articles et docs internes pour scaler les réponses.
Discussions rapides sans perdre le contexte client.
Contrôle d’accès clair pour sales, ops et support.
Atribuição, status, prioridades e SLA—ciclo claro.
Tickets ligados a contatos/empresas/negócios—sem perder histórico.
Notas internas, handoffs e mudanças de responsável transparentes.
Artigos e docs internos para escalar respostas.
Conversas rápidas sem perder o contexto do cliente.
Controle de acesso claro para vendas, ops e suporte.
Atama, durum, öncelik ve SLA—net yaşam döngüsü.
Talepler kişi/şirket/fırsatlara bağlı—geçmiş kaybolmaz.
İç notlar, devirler ve şeffaf sahiplik değişimleri.
Makaleler ve iç dokümanlar—cevaplar ekiple ölçeklenir.
Müşteri bağlamını kaybetmeden hızlı iletişim.
Satış, operasyon ve destek için net erişim kontrolü.
分配、状态、优先级与 SLA——清晰流程。
工单关联联系人/公司/商机——历史不丢失。
内部备注、交接与透明的负责人变更。
文章与内部文档——让答案随团队扩展。
快速沟通，不丢失客户上下文。
为销售、运营与支持提供清晰的访问控制。
Built for "day-to-day work" CRM
Connect third-party tools for notifications, payments, and real-time events.
We'll do a 15–20 minute demo and recommend the best config for your funnel/fields/permissions.