Contacts and companies
Store people and the companies they work for, with tags, an owner, a status and a lead source. Admins can add custom fields — text, numbers, dates, dropdowns — to match how you work.
CRM Software for small teams and solo entrepreneurs
Your clients, deals and invoices, in one place.
Keep your data centralized and organized in the CRM that is made for you. If you're a freelancer, a solo entrepreneur or a small development team. This solution is made and maintained with your needs in mind.
Features
Everything you need to follow up
Six tools that work together, from the first contact to the last payment.
Activity history
Log calls, emails, meetings, WhatsApp messages and notes on a contact or a deal, and read them back in one timeline.
Smart segments
Build lists with rules — a tag, a field, a company, recent activity or an open deal. Once an admin publishes a list, it stays up to date by itself, and admins can export its members.
Tasks and reminders
Assign follow-ups, snooze them or mark them done in one click, and get a reminder before they're due plus a daily digest by email.
Invoices and payments
Create an invoice from a won deal, download it as a PDF, and record each payment as it comes in — the balance and status follow. Admins can record refunds.
Search everything
Find any contact, company, deal, task or invoice from the search bar.
Reports
Numbers you can act on
Open the dashboard to see your day; open Reports to see the trend. Filter both by period and, in a team, by owner.
My day
Your overdue tasks, tasks due today and your deals closing this week.
Key figures
Won revenue, deals won, win rate, new deals, cash collected and new contacts, each compared with the previous period, with a small trend line.
What you're owed
Unpaid balances by how late they are, and the oldest overdue invoices.
Revenue and forecast
Cash collected and won value by month for the last 12 months, and open deals by expected close month, weighted by probability.
Reports
Win rate and lost reasons, stage conversion, time in stage and sales velocity, revenue by client, leads and won deals by source, and a team activity leaderboard.
Export for your accountant
Admins can export the team leaderboard and revenue by client to Excel or CSV.
Teams
Work alone or as a team
Sign up and you get your own workspace. Create an organization for your team, invite people by email and give each one a role.
Each organization keeps its own data, separate from every other organization's. Belong to several organizations and switch between them in one click.
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Viewers see everything and change nothing.
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Members also add and edit contacts, companies, deals, tasks and invoices.
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Admins also delete, import and export, invite people and change their roles.
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The owner also sets the organization's name, time zone, currency and logo.
Import and export
Move in in minutes
Admins can import contacts and companies from Excel or CSV, and export them again at any time.
- A ready-made Excel template to download
- CSV files separated by semicolons work too
- Choose to create, update or both
- Rows that fail come back in a file you can fix and upload again
Excel (.xlsx) or CSV, up to 10 MB per file.
Developer note
Hello dear users, i want to inform you that this project is still in development and not yet ready for production use. I am actively working on it and will be releasing updates regularly. Your feedback is highly appreciated, so please feel free to reach out with any suggestions or issues you encounter. Thank you for your support and understanding!