Every lead, followed up. Every deal, visible.
Leads come in, each carrying a scheduled next step, so follow-up never rests on memory. Won deals convert straight into quotes and orders with the whole conversation attached.
Included with every workspace · no per-app pricing
- Included in every plan
- Replaces 3 separate tools
- Shares one workspace & database
- Step-by-step guide included
Replaces tools like
Salesforce
HubSpot CRM
Pipedrive
Pipeline you can see
Drag deals across stages you define. Expected revenue, close dates, and probabilities roll up as deals move, so the forecast is always live.
Next steps, never forgotten
Every lead carries a scheduled next activity — call, email, meeting. Overdue items chase their owner, not the other way around.
The whole thread in one place
Emails, calls, SMS, and notes log onto the customer record automatically. Anyone can pick up an account cold and sound informed.
From won deal to quote
Convert opportunities into quotations and orders without retyping. Products, prices, and the customer come along.
How it works
The day-to-day flow
What using CRM & Sales actually looks like, in 3 steps.
Capture leads by email, form, or manual entry; duplicates are flagged.
Qualify and drag through your pipeline; schedule the next activity as you go.
Win the deal and convert it to a quote; the record keeps the whole story.
Who it’s for
Built for the people who run sales
Sales teams
One pipeline, every deal followed up, nothing lost in a spreadsheet.
Founders selling
Quote, close, and hand off without buying a separate CRM.
Account managers
Every call, email, and document on the customer’s record.
One workspace
CRM & Sales doesn’t work alone
Every app draws on the same data layer — so CRM & Sales already knows your people, files, and history. No exports, no integrations, no duplicate records.
CRM & Sales draws on
Contacts Mail & calls Products
CRM & Sales
…and feeds back
Pipeline & forecasts Quotes → invoicesSame database, same records — nothing exported, nothing re-entered. What CRM & Sales writes, every other app can read the moment it lands.
Questions
CRM & Sales, answered
Is CRM & Sales included, or does it cost extra?
Included. Every app is part of the flat license — one monthly price, up to 12 people, no per-app charges and nothing to unlock. See pricing.
What does CRM & Sales replace?
The job you’d otherwise pay tools like Salesforce, HubSpot CRM, Pipedrive for — except it lives inside the same workspace as the rest of your apps, sharing one set of contacts, files, and history instead of another separate subscription.
Is my data mine?
Yes. Your workspace runs on its own isolated database — not shared tenancy — and you can export your data at any time. More in Security & data.
Does CRM & Sales work on mobile?
Yes. The whole workspace is responsive and installs to your home screen as an app on iPhone and Android. See Use it on your phone.
How quickly can we start using it?
Your workspace is provisioned in about two minutes once your license starts, with the right apps already switched on. There’s a step-by-step CRM & Sales guide to get going.
Better together
Works hand-in-hand with
Same contacts, same files, same activity feed — every app shares one workspace.
Next step
See CRM & Sales running on your data.
One flat license, every app included, month to month — cancel anytime.