Win customers and keep them.
CRM is planned for sales teams, with every customer's invoices and payments from Finance & Accounting in view.
Who it's for
Sales teams and businesses that sell to other businesses.
Leads, quotations and customer history beside invoices and payments.
What CRM does
What it is being built to do. Details may change before release.
Leads
Capture leads and follow them up.
Quotations
Quote, follow up and win.
Customer history
Every conversation, invoice and payment in one place.
How the work flows
- 01
Capture
Record the lead.
- 02
Quote
Send the quotation and follow up.
- 03
Win
Turn it into a customer, with invoices in Finance.
Platforms and licensing
What is planned for release. Details may change.
- Platforms
- Web
- Connectivity
- Online in the cloud
- Licensing
- Subscription
Availability and plans
CRM is not released yet. Join the waitlist and we will tell you when it opens.
Questions about CRM
When will CRM be available?
It is planned. Join the waitlist and we will tell you first.
Be first to try it
Join the waitlist and we will tell you as soon as CRM opens.