One Customer View
Bring addresses, contacts, financial information, communications, diary activity, quotations, orders and invoices together in one connected customer record.
Sales & CRM
Your complete customer relationship, in one place.
Keep prospects, customers, contacts, communications, follow-ups and complete trading history connected — so your sales team always has the information it needs.
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Connected customer management
More than a contact database.
Turn Relationships into Sales
Create quotations and orders directly from the customer record, manage prospects and follow-ups, and keep the sales team focused on the next action.
Know Your Customers
Use live sales history and reporting to understand customer performance, identify inactive or at-risk accounts and spot new opportunities.
Communications & follow-up
Keep every conversation and next action visible.
Contacts, communications and diary entries sit alongside the customer’s commercial history, helping your team retain context and follow through without relying on separate notes or disconnected systems.
ContactsKeep multiple people and roles attached to the correct customer.
CommunicationsMaintain customer correspondence and activity in context.
Diary & follow-upRecord reminders and actions so opportunities do not disappear from view.
Connected to the rest of your business
CRM that doesn't stop at CRM.
Create quotes and orders from the customer record, see complete trading history, and connect customer information with supported accounting and marketing platforms including Xero, QuickBooks, Mailchimp and Brevo.
Explore integrations →See it in action