Contacts & companies
Client records that fill themselves in
A record isn’t a form you fill in — it’s a memory the CRM builds. Every email read, every quote sent, every call files itself in the right place.
Contacts and companies linked
A person, their company, their colleagues, the crossed history: the structure is designed for your trade.
Effortless history
Emails, quotes, invoices, calls, reports: everything touching a client lands on their record.
Zero duplicates
The CRM recognises your correspondents and files the exchanges — no record created twice.
Fields that look like you
An architect tracks projects and areas, a broker tracks contracts and deadlines: your fields are your own.
Frequently asked questions
Yes — from Excel, Outlook or your previous tool. Import is part of onboarding, and duplicates are merged.
Permissions are set at design time based on your organisation: each role only sees what concerns them.
Go further
You are…
- Accounting firmEvery file, every deadline, every client exchange in one place.
- Consulting firmEngagements, proposals, time spent: the client relationship no longer falls between projects.
- LawyerFiles, deadlines, correspondence: the firm’s memory, without the binder.
- Estate agencyMandates, viewings, offers: every file moves forward, nothing gets lost.