Tell us what's doing your head in.
Nine workspaces, one login. Pick the thing that's costing you Sunday nights and we'll show you the part that handles it.
Every word has to match, so two words narrow the list rather than widening it.
Showing 50 of 50 capabilities, across 9 workspaces.
Relations
Contacts, accounts and deals, plus the scoring and the map that tell you where to go next.
Contacts
Every person you deal with in one place, with the history stuck to them.
How it worksAccounts
The businesses behind the people, with every contact, deal and order hanging off them.
How it worksDeals and pipeline boards
Drag a deal across the board and the whole team can see where it is up to.
How it worksSegments and playbooks
Growth planSave the lists you keep rebuilding by hand, then run the same steps across all of them.
How it worksTasks, calendar and activity log
Follow-ups, a shared calendar, and a note of every call, visit and email against the right record.
How it worksEmail templates and sent tracking
Write the message once, send it from the record, and see exactly what went out.
How it worksDuplicate merge
Growth planSpots the customer who got entered three times and merges them without losing a thing.
How it worksLead scoring
Growth planEvery lead graded hot, warm or cold, re-scored every six hours without anyone asking.
How it worksAccount health
Growth planAccounts graded healthy, attention or at-risk, so the quiet ones do not stay quiet for long.
How it worksRelationship map
Scale planA graph of who knows who across every contact and account on your books.
How it worksWarm intros
Scale planFinds the shortest path between someone on your team and the deal you actually want.
How it worksTerritories and delivery zones
Scale planCarve the map into patches and runs so every rep and every drop-off has an owner.
How it worksWeekly roster rotation
Scale planThe roster rotates week by week, and every rep opens Monday knowing where they are headed.
How it worksMap view
Growth planEvery account as a pin, so a run of visits gets planned instead of guessed at.
How it works
Marketing
Blog posts, scheduled publishing, and a queue that holds outbound messages until someone approves them.
Blog posts
Growth planWrite it here, publish it to your own site, and keep the whole back catalogue in one place.
How it worksScheduled publishing
Growth planQueue a post for Tuesday morning and stop thinking about it.
How it worksOutbound approval queue
Scale planMessages headed for a customer wait in a queue until someone signs them off.
How it worksMessage history
Scale planEvery message that went out, who sent it and when, kept and searchable.
How it works
Forms
Enquiry forms, wholesale applications and market sign-ups, all landing in one inbox.
Form builder
Build an enquiry form, a wholesale application or a market-day sign-up without ringing a developer.
How it worksSubmissions inbox
Answers land in one tidy inbox instead of scattering themselves through your email.
How it worksSubmissions become contacts
A form answer arrives as a record the CRM already knows about, not a loose email to retype.
How it worksShare a form anywhere
One link for your website, your email footer, or a sign propped up at the market.
How it works
Inventory
Products, variants, bundles and a stock ledger that never quietly fudges a number.
Products and variants
Growth planOne product, every size and colour underneath it, each with its own count.
How it worksBundles and collections
Growth planSell a hamper as one thing while the stock comes out of its parts, and keep the catalogue grouped.
How it worksStock levels
Growth planWhat is on the shelf right now, and what is about to run out on you.
How it worksStock movement ledger
Growth planEvery change to a count is a ledger entry, so the number is never quietly wrong.
How it works
Orders
Orders from the moment they land to the moment they leave, drawing stock down as they go.
Shop orders
Growth planOrders arrive, sit in a pending queue, then move to fulfilled once they are out the door.
How it worksManual order entry
Growth planSomeone rings up, or buys at the stall, you key it in, and the stock moves the same way.
How it worksOrders draw stock down
Growth planAn order is placed and the count drops. There is no second spreadsheet to remember.
How it works
Analytics
Reports that answer a question, rather than dashboards that sit there admiring themselves.
Item velocity and popularity
Growth planWhich lines are flying out, which are sitting there, and which have not sold at all.
How it worksCustomer lifetime value
Growth planWhat each customer has actually been worth, and whether their spend is climbing or sliding.
How it worksChurn risk
Growth planFlags the customers whose ordering has gone quiet, well before they stop altogether.
How it worksRevenue trends and seasonal patterns
Growth planMonth by month revenue with the seasonal shape of your year laid over the top.
How it worksRevenue concentration
Growth planShows how much of your income is leaning on a handful of customers.
How it worksData quality checks
Growth planPoints straight at the records missing a phone number, an address or an owner.
How it works
System
Automations, the AI assistant, the commerce API and the audit trail underneath the lot.
AI assistant
Ask it about your own data, and when it wants to change something it proposes the move and waits for your yes.
How it worksAI credits
A monthly bundle of credits shared across the org, with top-ups when you want more.
How it worksAutomation builder
Growth planSnap triggers and actions together, test the run, and read the log when one of them misbehaves.
How it worksHeadless commerce API
Scale planScoped keys, webhooks and a read-only feed, so your existing website can sell from your real stock.
How it worksSearch across everything
One box that reaches every contact, deal, product, order and page you have.
How it worksComments and mentions
Leave a note on a record and tag the person who needs to read it.
How it worksActivity log and audit trail
Growth planA dated record of who changed what, for the days you have to retrace a step.
How it worksApprovals
Scale planCertain actions sit and wait for a nod from someone with the authority to give it.
How it worksProactive alerts and digests
Scale planOverdue tasks, deals closing soon, dormant accounts and a daily health report, all sent before you think to ask.
How it worksWhite-labelling
Scale planYour logo, your colours and your org name on the thing your team logs into.
How it works
Identity
Who is on the team, what each of them can see, and what happens the day someone leaves.
Users and team
Invite your people, see who is active, and take the keys back the day someone leaves.
How it worksRoles and permissions
Scale planAround thirty permission modules, so a casual and the owner see two different products.
How it worksOwn-record visibility
Scale planSome people get the whole book. Some only get their own accounts and their own tasks.
How it works
Dashboard
The first screen of the morning: what is overdue, what is closing, what needs a person.
Ready to give it a kick?
Start free today. Bring your contacts, your stock list and your biggest goals.