CRM: Your Single Source of Truth
Manage client relationships, track deals, and never miss a follow-up—all connected to your projects and billing.
Client Management Made Simple
Unified Contact Database
Store all client and contact information in one centralized location. Access complete client histories, communication logs, and relationship details instantly.
Deal Pipeline
Visualize your sales pipeline from lead to closed deal. Track deal stages, values, and probabilities. Forecast revenue and identify bottlenecks.
Activity Timeline
See every interaction with a client in chronological order. Emails, calls, meetings, and notes—all automatically captured and organized.
Seamlessly Connected to Everything
Your CRM isn't an island. Client records automatically link to related projects, invoices, and time entries. See the complete picture of every client relationship without switching tools.
- Link clients directly to projects and track all work for that account
- Generate invoices directly from client records with one click
- View complete financial history and profitability per client
Build Stronger Client Relationships
Every interaction matters. Keep track of them all in one place.