A growing sales team worked from spreadsheets and personal inboxes. Leads came in from the website, email and phone, and nobody had the full picture.

Give the whole team one shared view of every contact, deal and conversation, so no lead goes cold.

1. 01

   Start with the contact

   Every deal, message and note links back to one contact record.

2. 02

   A pipeline people keep up to date

   Deals move between stages with drag and drop, so the board always shows the real state of sales.

3. 03

   Conversations in one inbox

   Email, SMS and website chat arrive in one list, next to the contact's details.

A web CRM with contacts, a deal pipeline, a shared inbox and a dashboard for the sales team.

• Contact records with notes and history
• Drag-and-drop deal pipeline
• Shared inbox for email, SMS and website chat
• Dashboard with pipeline value and team results
• Role-based access for managers and reps

Illustrative screens in our own design, with sample data. They show what the product does - not the client's final interface, which stays private under NDA.