A CRM that remembers every conversation

Companies and people as first-class records

Store everything about a client: status (prospect, active, partner, vendor), industry, addresses, tax and VAT IDs, payment terms, default currency and contacts. People carry their own profiles with roles, multiple emails and phone numbers.

• Company status lifecycle from prospect to partner
• Billing details ready for invoicing: tax IDs, payment terms
• Multiple addresses per company
• Every record links to its notes, meetings and deals

A pipeline shaped like your sales process

Define your own stages — the default flow runs from new lead through contacted, discovery and quoted — and drag opportunities through them. Each deal tracks value, probability, expected close date, source and the people involved.

• Custom stages with names, colors and ordering
• Deal value in your currency with probability weighting
• Stage changes logged automatically in the activity history
• Lost deals carry a lost reason so you learn from them

An activity log that writes itself

Calls, emails, meetings, follow-ups and stage changes accumulate on the opportunity timeline — some logged by you, some automatically (like when a quote is sent). Six months later you still know exactly what happened.

From handshake to invoice

When a deal is ready, create a quote directly from the opportunity: client details, contact and value carry over. When the client accepts, convert the quote to an invoice. The whole commercial story stays linked.