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CRM software

CRM

B2B sales pipeline and support tickets on the same record. Company → contact → deal → quote flow; individual customers are managed in the same module.

  • Company and contact cardsIndividual customers in the same module
  • Staged deal pipelineEach company defines its stages
  • QuotesA sent quote never changes
  • Support ticketsFirst response and resolution kept separately
Start freeFeatures

Features

Pipeline, quotes and support tickets in one module

Each with its own permission group: the sales team only touches support tickets if you allow it.

  • Company and contact cards

    Company → contact → deal → quote flow. A contact doesn't have to belong to a company; individual customers are managed in the same module.

  • Staged deal pipeline

    Each company defines its pipeline and stages. A stage's type is kept separate from its name, so renaming stages never breaks reports.

  • Quotes

    Quote lines copy the product's name and price; if the product price changes later, a sent quote stays the same. Quotes are sent, accepted or rejected; expired quotes are flagged automatically.

  • Support tickets

    Opening, first-response and resolution times are stored separately. Time spent waiting for the customer is excluded from the SLA.

  • Activities and notes

    An activity can be linked to a company, a deal and a call at the same time, so the full history with a company reads in one place.

  • Permissions by job

    Separate permission groups for companies, contacts, deals, activities, quotes, support tickets, pipeline settings and reports.

Deal pipeline

Each company defines its stages and their order

Every deal sits in a stage; won and lost stages are known by their type, not their name.

Price

CRM pricing

Open your free account and add the module from the Subscription section in the app. All module prices are on the Pricing page.

All prices

  • CRM

    Companies, contacts, deal pipeline, quotes and support tickets on the same record.

    $9per user / month

    billed monthly

    Billed yearly: $8.55/month · 5% off

    • One-time setup fee $10
    Start free — CRM

FAQ

Frequently asked questions

Can I manage individual customers too?

Yes. A contact record doesn't have to belong to a company.

Does the sales team see support tickets?

Only if you allow it. Deal and support ticket permissions are separate.

Can a sent quote change later?

No. A quote can't be edited after it's sent; its lines keep the price as it was when sent.

Which screens are included?

Companies, Contacts, Deals, Quotes, Support tickets and Pipeline settings.

Start using the CRM with your team

Open your free account and buy CRM right away at list price from the Subscription section in the app.

Start freePricing