Every conversation deserves a clear next step.
A CRM for people building their business. Keep customers, conversations, follow-ups, and opportunities together, whether you work for yourself or lead a growing team.
Web-based workspace · 14-day trial · No card required
Maya wants to review two website directions before choosing the final scope.
From “I should follow up” to a plan for today.
See the product tourLog what happened.
After a call or meeting, choose Log activity, pick the company, and add a short note. Logging records the conversation; you make the call or send the message yourself.
- Record a call, a meeting, an email you sent, or a note
- Nothing is sent when you log an activity
- Correct or undo an entry logged by mistake
Choose what comes next.
Use Add a follow-up to give the next step a name and a date. Nothing is lost between conversations.
- Name the next step plainly
- Give it a date, or leave it Unscheduled for now
- Reschedule it when plans change
Start your day in Today.
Due and overdue follow-ups are in one list. An undated follow-up stays visible until you choose a date.
- Overdue follow-ups stay in view
- Due dates follow your local timezone
- Spot accounts that are missing a next step
Keep the opportunity in view.
An opportunity is a piece of business you’re discussing. Add a quote in USD when you have one, and open a total to see which opportunities contribute to it.
- Create one for each project, order, or agreement
- Leave the price blank until you know it
- A revised quote replaces the old amount; history keeps it
From scattered spreadsheet rows to a clearer pipeline.
Keep accounts, contacts, conversations, and follow-ups together. Give every next step a date and every opportunity a clear stage—so you know what needs attention.
- 1Same company on two rowsOne account per company, with its contacts in one place
- 2“said call back tuesday?? which tuesday”A follow-up with a real date, waiting in Today
- 3Every conversation crammed into one cellEach conversation logged as its own dated activity
Plain facts about your data.
Read about securityYour records
Records belong to your company workspace, and active membership is required to reach them.
Kept separate
Each company’s records are separated from other workspaces.
Recovery
Scheduled, encrypted backups support recovery. Restore procedures are tested in isolated environments.
Building your business? Start here.
Visit HelpIs this for my kind of business?
If you sell a product or service and need to keep track of companies, contacts, conversations, and opportunities, that’s the work this is made for. Whether you sell creative services, equipment, supplies, or something else, you can start with the relationships you already have.
Can I start with the customers I already know?
Yes. Whether you work on your own or with a team, start with one company, then add its contacts, conversation history, next steps, and opportunities.
Can my team use it together?
Yes. Your team shares one company workspace. Owners manage membership and assignments, while each seller can focus on the accounts and follow-ups they are responsible for.
What can we track?
Keep companies, contacts, conversations, follow-ups, and sales opportunities together. See what needs attention today and open dashboard totals to view the records behind them.
Do I need CRM experience?
You can begin with one company, one contact, and one follow-up. Add details as you need them and build the habit one relationship at a time.
Start with one customer.
Your customers, conversations, and next steps. All with a place to call home.
Sign up today Web-based · 14-day trial · No card required