Manage Clients & Contacts

Track every project, preference, and conversation to build stronger relationships.

• Store and organise all client, supplier, and contractor details in one place.
• Track project history, client preferences, and communication records.

Leads & Sales Pipeline

Track lead progress and convert faster with an organized pipeline and intuitive visual tools.

• Convert leads into clients with a structured sales pipeline.
• Use board and list views to visualise leads at different stages.

Proposals & Digital Signing

Streamline your proposal process and accelerate approvals with digital signing tools.

• Create, send, and track proposals effortlessly.
• Secure legally binding digital signatures for faster deal closure.

Unified Communication Hub

Manage every interaction seamlessly by bringing together all your communication channels.

• Keep all client interactions in one place – emails, messages, and notes.
• Sync with platforms like WhatsApp, LinkedIn, Instagram, and more.

Sales & Revenue Insights

Stay informed with up-to-date sales analytics that help you close more deals, faster.

• Monitor pipeline performance, quote values, and conversion rates.
• Get real-time insights to optimise your sales strategy.

Automated Follow-ups & Notifications

Never miss a follow-up—automate reminders and get notified exactly when you need to act.

• Never miss a follow-up with automated reminders and task assignments.
• Customise notifications to stay ahead of client needs.