Powerful CRM for Your Business
Contacts, companies, deals, quotes and invoicing in one place — with AI-assisted insights, support tickets, and real Fergus sync built in.
Everything You Need
Powerful features designed to help you succeed
Contact Management
12 contact types from customer to broker, AI-generated relationship insights, bulk actions and CSV import.
Deal Pipeline
Custom stages with win probability, line-item deal values, and industry-ready presets for Technology, Real Estate, Solar, Travel and Healthcare.
Quotes & Invoicing
Line-item quotes and auto-numbered invoices with payment tracking, PIN-protected share links and branded PDF exports.
Support Tickets
Auto-numbered tickets linked to contacts and companies, with internal notes kept separate from customer-visible replies.
Outreach & Campaigns
Build multi-step outreach sequences and run email campaigns targeted by industry, tag or contact type, with open and click tracking.
Fergus & Integrations
A real, verified sync with Fergus for customers, jobs, quotes and invoices — plus Xero, Slack, HubSpot and Google connections.
Why Choose CRM?
Track every contact type from lead to long-term customer
Win probability and custom stages keep your pipeline honest
PIN-protected invoice links and branded PDFs look professional
Never lose a support request with ticket tracking built in
Reach the right audience with tag- and industry-targeted campaigns
Real Fergus sync keeps jobs, quotes and invoices in step automatically
See It In Action
Ready to Get Started with CRM?
Start using CRM to streamline your workflow and boost productivity