Features · CRM
Your clients and deals, in one place
Clients, companies, deals, tasks and notes, linked to each other. Cards, tables and a deals board, one search box for all of it, and a dashboard that shows how things are going.
14-day free trial. No card needed.
Know where the job stands
Move the job along. Keep the details with it.
Drag a deal between stages with a mouse or a finger. Keep its client, company, tasks and notes linked together, so you can pick up where you left off.
- Move deals between stages with mouse or touch
- Switch from the board to a table
- Search the CRM with Cmd+K or Ctrl+K
Find the detail without the digging
The everyday tools for keeping records tidy and picking up the next piece of work.
- Clients, companies, deals, tasks and notes
- The five things a small business keeps track of, linked to each other.
- Cards, table or board
- Cards or a table for clients and companies, a board or a table for deals, a list or a table for tasks. The view you picked last is remembered.
- A deals board you can drag
- Move a deal between stages with the mouse or a finger.
- Search everything
- One box finds clients, companies, deals, tasks and notes. Press Cmd+K or Ctrl+K from anywhere.
- Sort and filter
- Sort any column and filter by stage, company, owner, assignee or status. 50 rows a page.
- No double entries
- A warning when the client or company you're adding is already there.
- Stars
- Star the records you keep coming back to; your newest stars sit on the dashboard.
- Undo and restore
- Delete moves a record to the trash, with Undo straight away and Restore later.
- Change many at once
- Change owner or stage, mark done, reassign, export or delete up to 1,000 records at once.
- A timeline on every record
- What changed and who did it. Entries can't be edited.
See the work ahead
Know what needs you today.
Start with the dashboard, then look closer with six reports. Pick a week, a month or a quarter; there's nothing to build first.
- A dashboard that answers
- New clients, deals won, open deals and your overdue tasks for a week, a month or a quarter, with pipeline by stage, today's tasks and recent activity.
- Six reports
- Pipeline, won and lost, stage conversion, new clients and companies, teammate activity and overdue work, each with a CSV download.
Make room for the way you work
Start from a template for your trade, then add what's missing.
- Your own record types
- Make up to 20 record types of your own, each with up to 50 fields.
- Eleven kinds of field
- Text, paragraph, number, money, date, yes/no, dropdown, email, phone, link, and files & photos.
- Built-in fields bend too
- Rename or remove a built-in field, or hide a field on a single record.
- Twelve industry templates
- Pick your trade and get its lists, fields and deal stages in one step. Anything you already have is left alone.
Bring your data. Take it with you.
- Import a spreadsheet
- CSV import in four steps, up to 5 MB or 5,000 rows, into the built-in types and fields.
- Export any list
- CSV export of up to 10,000 rows, including your own fields.
- Files on records
- Attach files up to 10 MB each. PDF, Office files, CSV, TXT and common images.
- Files & photos fields
- Up to 25 MB a file and 50 files a field.
Decide who can do what
- Four roles
- Owner, admin, member and viewer. Members can be limited to their own records.
- Invite by email
- People accept the invitation before they're added.
- More than one workspace
- Belong to several workspaces and switch between them.
The limits
Real numbers, so nothing surprises you later.
- Rows per page in a list
- 50
- Records changed at once
- Up to 1,000
- CSV import
- Up to 5 MB or 5,000 rows, into the built-in types and fields
- CSV export
- Up to 10,000 rows
- Files on a record
- 10 MB each
- Files & photos fields
- 25 MB a file, 50 files a field
- Your own record types
- Up to 20 per workspace, 50 fields each
Start with the jobs on your mind
Pick your trade and put your clients, deals and next steps in one place.
14-day free trial. No card needed.