What's included
Your process, not a vendor's.
An off-the-shelf CRM asks your team to work the way it was designed.
This is the other way round: the stages, fields and rules come from how you already
operate, and the software is built to match.
01
Your pipeline, your stages
Deals move through the stages your team actually names, with the fields you
actually fill in — not a fixed funnel you have to translate into every week.
02
One customer record
Contacts, companies, deals, files and the whole message history in one place,
so nobody has to ask a colleague to forward an email again.
03
Roles and permissions
Who can see a price, who can change a stage, who can export the client list —
decided by you and enforced on the server, not by trust.
04
Automation for the repetitive parts
Follow-up reminders, stage-change notifications, task assignment and recurring
reports — the work that gets forgotten when the week is busy.
05
Reporting managers will open
Pipeline value, conversion between stages, ageing deals and per-person load,
on screens designed around the questions you ask on Monday.
06
Integrations with what you already use
Mailbox, telephony, invoicing, your website's enquiry form — wired in so a lead
lands in the pipeline without anyone retyping it.
Deployed to your own hosting, in your name, with the source code handed over — the same
rule as every other service here. After launch it can go on a
care plan like any other build.