CRM & PROPOSALS
Win the work. Keep every relationship in one place.
Track clients, leads and contacts with the CRM included in every plan, then add Proposals when you want branded, shareable quotes.
CRM
Every client, lead and contact. Organised.
Clients
- Name, email, phone, billing address
- VAT/tax number and EU-client flag
- Industry, website, tags and notes
- Associated services
Leads
- Title, status and estimated value
- Contact details and services
- Convert a won lead into a client
Contacts
- Multiple people per company
Tags
- VIP, Prospect, Agency
- Or create your own
New2
Sample Bakery
€4,800
Demo Dental
€1,200
Contacted1
Example Gym
€2,150
Qualified1
Test Studio Ltd
€3,600
Won1
Placeholder Café
€950
Contact and lead limits depend on your plan (200 on Starter, 500 on Professional, unlimited on Enterprise). Sample data shown.
SERVICES CATALOGUE
Define a service once. Reuse it everywhere.
Name, description, default price, unit (hour, day, item, month), tax rate and category. Reuse services as line items in invoices, and override the price per document without changing the master service.
| Service | Unit | Default price | Tax | Category |
|---|---|---|---|---|
| Consulting | Hour | €90.00 | 19% | Advisory |
| Website maintenance | Month | €150.00 | 19% | Web |
| Photo session | Item | €220.00 | 19% | Media |
TASKS
Know who's doing what, and by when.
- Priority: Low, Medium, High, Urgent
- Status: To Do, In Progress, Done
- Assignee and due date
- Comments and activity history
Send revised quote to Sample Bakery
UrgentPROPOSALS
Branded quotes, shared by link.
- 01
Choose a client or lead
Details auto-fill.
- 02
Add line items
Pick from your services.
- 03
Write it up
Cover, intro and terms in the rich-text editor.
- 04
Share a secure link
Clients need no account.
- Templates and default terms
- Cover image
- Branding settings for logo and colours
Prepared for Sample Bakery
Brand refresh proposal
Thank you for the opportunity. Here's how we'd approach your new identity…
Add Proposals to any plan, including the free Starter plan.
Add-on · €5/mo14-day free trialFROM PROPOSAL TO INVOICE
Won today. Invoiced today.
PRO-0018 · Won
Brand refresh · €4,800
INV-0043 · Draft
Brand refresh · €4,800
APPOINTMENTS & REMINDERS
Bookings that remind themselves.
Calendar
See every appointment at a glance.
Appointment services
Book from your services catalogue.
Email & SMS reminders
With reusable templates. SMS needs your own SMS provider.
Calendar sync
Two-way sync with Google Calendar and Outlook.
TEAM & PERMISSIONS
The right access for every teammate.
Create custom roles with granular permissions and invite teammates by email. Member limits depend on your plan.
Starter
2 team members
Professional
5 team members
Enterprise
Unlimited team members
CRM, Invoices, Services, Tasks and AI Discovery are included in every plan. Bookkeeping, Proposals, Appointments, Campaigns and the AI tools are add-ons you can switch on whenever you need them.
ONE CONNECTED WORKSPACE
Run your whole business from one place
One focused workspace for the work that keeps your business moving.