CRM & Pipelines
Track every lead, deal, and customer in one visual system. Never lose track of where someone is in your sales process again.
Your Business Brain
CRM stands for Customer Relationship Management. Think of it as a central database where every interaction with every lead and customer is stored and organised.
No more digging through emails, sticky notes, or spreadsheets. Every phone call, email, purchase, and conversation - all in one place, attached to the right person.
Your Visual Sales Process
A pipeline is a visual representation of your sales process. Each column represents a stage - from first contact to closed deal.
Drag and drop contacts between stages as they progress. See at a glance how many deals are at each stage, what's about to close, and where you need to focus.
- Create unlimited custom pipelines
- Define your own stages
- Track deal values and forecasts
- Set up stage-based automations
Why This Matters
Never Lose a Lead
Every enquiry gets tracked automatically. No more leads falling through the cracks because someone forgot to follow up.
Save Hours Every Week
Stop searching through emails and spreadsheets. Everything about a contact is one click away.
Close More Deals
See exactly where each deal is stuck and what needs to happen next. Focus your energy where it counts.
Better Customer Relationships
Know their history, preferences, and past conversations. Every interaction feels personal.
What's Included
Everything you need to manage contacts and track deals.
Unlimited Contacts
Store as many contacts as your plan allows with full contact records.
Custom Fields
Add any fields you need - industry, source, preferences, anything.
Multiple Pipelines
Create separate pipelines for sales, onboarding, projects - whatever you need.
Activity Timeline
See every interaction in chronological order - emails, calls, notes, tasks.
Tags & Segments
Organise contacts with tags and create smart segments for targeted outreach.
Deal Tracking
Track deal values, expected close dates, and revenue forecasts.
Task Management
Create tasks and reminders attached to contacts so nothing gets forgotten.
Import & Export
Easily import from spreadsheets or other CRMs. Export anytime.
Ready to Get Organised?
See how the CRM can transform how you manage leads and customers.