CRM
Client Management System
Track leads, clients and projects from first contact to delivery.
Overview
A simple CRM that keeps every lead, conversation and project in one view, so nothing gets lost between sales and delivery.
Who it's for
- Agencies and studios
- Consultants
- Service businesses
What's included
The main parts of the system.
Lead pipeline
Move leads through stages with a visual board.
Client records
Contacts, history and files in one profile.
Tasks and reminders
Follow-ups that never slip.
Project tracking
Link each client to their projects and status.
Why teams use it
Every conversation in one place
Follow-ups happen on time
Clear view of what is in progress
Frequently asked questions
Can't find what you're looking for? Send us a message and we'll get back to you.
Contact usYes. Contact us and we will walk you through the product, or set up a demo with sample data.
Add your real answer here, for example which parts can be adjusted and which need custom development.
Add your real onboarding process here, such as data import, setup time and staff training.
Add your real support terms here, such as response times, updates and maintenance.
Add your real hosting and data policy here. Customers will ask this, so be specific and accurate.
More products
Interested in the Client Management System?
Tell us about your team and we will arrange a walkthrough.