Company CRM
In one place, working while you don't — the deal, the money attached to it, and the follow-ups that keep it moving.
The Company CRM, live — a deal, its quotes and its follow-ups in one workspace.
Every deal in one pipeline, with a forecast — so you see what is coming, what is stuck, and what it is worth before you ask anyone.
Open a deal and its quotes and invoices are in the same drawer, linked to that deal by its deal id. No hunting through separate folders, inboxes and documents to reconstruct one sale.
Follow-up automation sequences run the follow-ups for you. Without them, a follow-up happens only when someone remembers — and the deals that go quiet are the ones that die.
A deal you have to reconstruct from three places is a deal you will lose track of.
Runs in the browser — phone, iPad, any computer. Nothing to install.