Customer profiles
See contacts, opportunities, notes, documents, balances and the full relationship history from one record.
- Contacts and ownership
- Documents and balances
- Complete activity timeline
CRM For service businesses
Turn every enquiry into a paying job.
Keep customers, leads, conversations, next actions, quotations and revenue in one sales workspace built around how service teams actually work.
Every lead visible. Every next step clear. Every interaction connected.
One record
One record, from first contact to collected revenue.
- MarketplaceEnquiry
- CRMOpportunity
- BillingQuotation
- BillingPayment
- CRMRepeat customer
The complete relationship workspace
Less chasing. More deliberate follow-through.
One source of truth for who the customer is, what they need, what happened and what must happen next.
Leads & pipeline
Capture marketplace or direct enquiries, qualify them and move real opportunities through stages your team understands.
- Marketplace lead capture
- Custom pipeline stages
- Value and close forecasts
Calls & meetings
Plan customer conversations, record outcomes and keep the next appointment visible to everyone who needs it.
- Scheduled and immediate calls
- Meeting participants
- Outcomes and rescheduling
Follow-ups & reminders
Give every opportunity a clear next action, due time, owner and reminder instead of relying on memory.
- Priority and due dates
- Snooze or reschedule
- Team assignment
Email & WhatsApp
Track customer messages beside the relationship so context stays with the business, not only on one person’s phone.
- Connected threads
- Message history
- AI-assisted drafts
Reports & dashboards
Understand pipeline health, conversion, forecasts, follow-up performance and customer value without spreadsheet rebuilding.
- Pipeline and conversion
- Team activity
- Forecast and customer reports
AI that works from your CRM context
Start the day knowing where attention matters.
The AI assistant turns current pipeline, follow-up and activity data into a focused daily briefing, explains report patterns and helps draft customer messages.
- Daily sales briefing
Prioritises overdue and high-value actions from current records.
- Report analysis
Summarises signals in pipeline, activity and performance reports.
- Communication drafts
Prepares starting points for email and WhatsApp follow-ups.
You approve every action. AI suggestions are advisory: they do not move opportunities, send messages or change customer records by themselves.
CRM meets delivery and cash flow
The sale does not end at “won”.
Once the customer is ready, the relationship stays connected to the commercial documents and payment history that follow.
No duplicate customer records
Reuse the relationship already in your CRM.
No disconnected documents
Quotes and invoices keep the commercial context.
No mystery balances
Payments and receipts stay visible against the customer.
Build a more dependable sales habit
Give every lead a clear path forward.
Start a workspace and bring customer relationships, next actions and revenue into one system.