The CRM your team
actually owns.
Design your own pipeline, define your own fields, and decide exactly who can see each one. Capture leads from a public form and watch them land as real deals — not another inbox to triage.
Gmail and Calendly integrations · REST API · every file virus-scanned
Works with the tools your team already uses
A complete CRM, not a database with a form on top
Contacts, deals, meetings, files, conversations and reporting — each one aware of the others, and all of it scoped to your account alone.
Contacts
A people database with duplicate protection on email and phone, international number handling, and search that reaches every custom field.
Pipeline you design
Your own stages, your own colours, your own order. Drag a deal between columns and the board and its counts update instantly.
Appointments
Meetings on any contact or deal, with a real status lifecycle and list, day, week, month and agenda views.
KPIs that hold up
Build your own metrics and compare periods against a true point-in-time history, not a guess derived from created dates.
Lead capture
Publish a form, share the link. Submissions become a contact and an open opportunity on your pipeline automatically.
Field-level control
Hide a value like deal size or phone number from anyone below a role you choose — in forms, lists, filters and history alike.
Stages that match how you actually sell
Most CRMs hand you someone else's sales process. Here the pipeline is data: you name the stages, pick their colours, set their order, and mark which ones count as open or closed.
- Drag-and-drop kanban with independent per-column pagination
- List, kanban, calendar and agenda views of the same pipeline
- A stale-deal counter that surfaces anything untouched for a week
- Deal value in real money, with per-role visibility
Point-in-time reporting
"Won this month" counts the deals that actually crossed into Won this month — not the ones created this month. Historical state is materialised as your records change, so a comparison against last quarter means what it says.
Illustrative figures.
From form submission to open deal, without a hand-off
Build a form from your standard and custom fields, add file uploads if you need them, turn on CAPTCHA, and publish it at its own public link. Every submission is matched to an existing contact or creates a new one, then opens an opportunity against the right offering.
- Optional intro page, custom thank-you, or redirect on submit
- Uploads land as files on the contact — and are virus-scanned
- Cloudflare Turnstile protection, configured per account
Email and meetings, already attached to the record
Connect Gmail and send from your own address — replies sync back and thread against the contact. Connect Calendly and every booking becomes a contact, an open deal and a confirmed appointment, assigned to whoever hosted it.
- Shared inbox view, threaded conversations per contact
- Cancellations flow back and cancel the appointment
- In-app, email and realtime notifications you control per event
Security that survives every release
Multi-tenancy is a property of the data model here, not a filter someone remembered to add.
See it against your own pipeline
We'll walk you through contacts, deals, capture forms and reporting — and answer the awkward questions about permissions and data separation.