Industries

A CRM written for your trade

Menus, screens, automations: everything is derived from the way you describe your work. Pick your trade — the example is already filled in.

Craftsperson

Quotes, jobs, follow-ups: the work moves forward, the paperwork follows on its own.

Accounting firm

Every file, every deadline, every client exchange in one place.

Estate agency

Mandates, viewings, offers: every file moves forward, nothing gets lost.

Consulting firm

Engagements, proposals, time spent: the client relationship no longer falls between projects.

Lawyer

Files, deadlines, correspondence: the firm’s memory, without the binder.

Architect

Projects, phases, fees: phase D doesn’t stall because a quote is pending.

Broker

Prospects, insurers, deadlines: every loan or policy file gets completed.

Commercial agent

Prospecting, portfolios, commissions: your book of business, structured and followed up.

Describe your trade. The CRM writes itself.