The working surface of the CRM, today
No roadmap items dressed up as features. This is the working surface of the CRM today, grouped the way you'd use it.
Contacts, deals, appointments and files, each aware of the others.
Name, email, international phone, address, avatar and any custom fields you define. Database-level duplicate protection on email and phone within your account, phone numbers normalized so search works regardless of formatting, and an assignee plus a creator on every record. Only admins and above can reassign.
Deals carrying a money value, a contact, an offering, an assignee and a stage, with extra contacts and offerings where a deal needs them. Stages are yours: name, colour, order, and whether each counts as open or closed. Drag a card across the kanban board and it stays where you drop it; the counts follow. A quick-look drawer shows details, comments and history without leaving the list.
Meetings attached to a contact and optionally one of its deals, with a pending, confirmed or cancelled lifecycle. Unassigned meetings inherit the contact's assignee. List, day, week, month, calendar and agenda views, and members see only their own.
Your catalogue of products and services. Deals point at one, capture forms are attached to one, so pipeline and reporting can slice by what is being sold. Custom fields work here too.
Nine types (text, number, boolean, date, single and multi select, link, phone and email) on contacts and offerings. Each can carry a minimum role, hiding it from anyone below that level everywhere at once. Deleting a field cleans its data out of every record.
Drag-and-drop uploads on any contact or deal, with in-app preview. Type allowlist, 25 MB cap, magic-byte checking, and a virus scan on every single file. A contact's file list includes files from its deals.
Rich-text comments with attachments that also save as files on the record. Mention a teammate and they get notified. A comment that would leak a role-restricted value is rejected before it saves.
A complete timeline per record: every field change with old and new values, plus appointment, file, email and deal events. It shows who did it, including which API key, and whether it came through MCP or the AI assistant. Fields your role cannot see are left out of the feed.
Numbers that are computed from history, and a search that finds what you meant.
Build your own metric cards (count, sum, average or rate, over deals, contacts, appointments or form submissions) then reorder them by dragging. Preview a definition before you save it.
The important part is how they are measured. A "level" metric asks what was true at an instant; a "flow" metric counts transitions inside a window. So "Won this month" counts deals that actually entered Won this month, and a comparison against the previous period is a real comparison.
Illustrative deals.
One search box matches contacts on name, email and phone (prefix and fuzzy, digits-only for phones) and every custom field value. It remembers the last ten records you opened.
The advanced filter builder gives typed operators per field on contacts, deals and offerings: contains, comparison, present or blank, and any or all for multi-selects. Save a filter under a name, keep it private, or share it with the team.
Email, forms, meetings and alerts, all writing to the same records.
Connect Gmail, personally or for the whole account, and send from your own address. Replies sync back every few minutes and thread against the contact, both in a shared inbox view and in per-contact conversations. Quoted reply text is stripped so threads stay readable.
Compose a form from standard fields, contact custom fields and file uploads, then publish it at its own link. Optional intro page, custom thank-you or redirect on submit, and Cloudflare Turnstile protection. Each submission matches or creates a contact and opens a deal.
Connect once and pick which event types matter. A booking creates or finds the contact, reuses or opens a deal, and adds a confirmed appointment with the meeting link, assigned to whoever hosted it. Cancellations flow back automatically.
In-app, email and realtime push, for contact created and assigned, mentions, appointments created and cancelled, and inbound email. Each person chooses which events reach them on which channel, new-contact alerts can arrive as a daily digest, and every email carries a one-click unsubscribe.
Who can do what, and how other software and assistants get in.
Invite up to 25 teammates by email. Four levels (member, admin, owner and account owner) and nobody can promote anyone above themselves. Deactivate someone and their access is gone on the next request. Users can belong to several accounts and switch between them.
Create contacts, deals and appointments from your own systems with a bearer token you issue and revoke yourself. Nested contact details are matched or created for you. Every API write is attributed to its key in the record's history.
Set your own site title and favicon per account, and choose which navigation tabs your team sees. Pick the default country for phone numbers once and every new contact follows it.
Connect an AI assistant such as Claude Code to read and update your CRM as you, within your permissions. A new connection is read-only, anything that changes data needs an extra confirmation, and nothing can be deleted.
Ask questions about your own records, see exactly what it read, and approve every change before it is made. It runs on your account's own Anthropic key, with a monthly budget you set, and admins and owners can review conversations.
A short walkthrough of contacts, deals, capture forms and reporting — including the awkward questions about permissions and data separation.
