The CRM that grows revenue, not busywork
Manage customers, deals, and pipeline in one fast, beautiful workspace — with built-in AI that drafts emails, summarizes accounts, and forecasts your sales.
Revenue
$248K
+12%
Active deals
34
+8%
Win rate
61%
+4pp
Open tasks
12
+3%
Watch every deal move to won
A drag-and-drop board keeps your whole pipeline in view. Deals carry their own currency and auto-generate quotes as they progress.
- Drag deals across stages
- Per-deal value & currency
- Auto-quote on new deals
Acme Corp
$48K
Globex
€22K
Initech
¥3.1M
Umbrella
$91K
Bill in their currency, report in yours
Create line-item quotes, convert accepted ones to invoices, and let live exchange rates roll everything up into your base currency.
- Line-item quotes & invoices
- Live FX with frozen rates
- One-click convert to invoice
Acme Corp
Billed in USD
≈ ₱104,720 in PHP
Never miss what matters
Realtime alerts fire the moment a deal is won, a quote is accepted, or an invoice is paid — plus daily nudges for tasks coming due.
- Won deals & paid invoices
- Overdue-task reminders
- Mute the types you don't need
Deal “Q3 Renewal” won 🎉
just now
Quote Q-1042 accepted
2m ago
Invoice INV-1042 paid
1h ago
Everything your team needs to sell
A complete platform — from first touch to paid invoice — without the enterprise bloat.
Unified contacts
Customers, companies, and contacts in one place — every interaction on a single timeline.
Deals & pipeline
Track opportunities through every stage with a drag-and-drop pipeline and win-rate insights.
Quotes & invoices
Build line-item quotes, send them, and convert accepted ones to invoices — automatically.
Multi-currency
Bill each customer in their currency with live FX rates, while reporting rolls up in yours.
Tasks & calendar
Never drop a follow-up. Tasks, meetings, and due-date reminders stay synced in realtime.
Analytics & reports
Revenue trends, conversion, and forecasts with live dashboards you can actually act on.
Smart notifications
Instant alerts for won deals, accepted quotes, and paid invoices — tuned to your preferences.
Files & attachments
Attach contracts, decks, and PDFs straight to any deal or customer with secure storage.
Hi John — just checking in on the proposal we sent. Happy to walk through it…
Email & drafting
Send real emails from the CRM, with AI drafting follow-ups grounded in your customer data.
Audit log
A complete, filterable record of who did what and when across your entire workspace.
Meetings & activity
Log meetings and calls; every touchpoint lands on the record's timeline automatically.
Roles & security
Multi-tenant workspaces with granular role-based access and enterprise-grade controls.
An AI sales assistant on every record
Stop switching tabs to write, summarize, and analyze. Your CRM does it for you — grounded in each record's real data, deals, quotes, and activity.
- Summarize any customer, deal, or lead in one click
- Get concrete next steps — with risks and blockers flagged
- Draft follow-up emails grounded in the record's data
- Ask anything about a record in plain language
- Chat with your whole CRM and act on its answers
Next steps
- Confirm agreement with John Doe before sending the invoice
- Finalize invoice INV-1001 and send it
- Update the expected close date to the payment date
Ready to close more deals?
Get your team on a CRM they'll actually enjoy using. Set up in minutes — no credit card required.