Everyday essentials
A clear home for the details that keep your business moving.
Contacts & lead management
Keep names, companies, contact details and lead status together. Find the right person, see the relationship and pick up where you left off.
Deals & sales pipeline
Follow every opportunity from new lead to won or lost. Manage multiple deals per contact, track stage progress and see what needs your attention next.
Invoices & payment tracking
Keep invoice amounts, due dates, payments and outstanding balances in view. Spot overdue invoices and plan your next follow-up.
Customer lifetime value
See the revenue recorded against each customer, so you can understand your most valuable relationships and give them the attention they deserve.
Inventory & purchases
Organize products and services, record purchases, and monitor stock against reorder levels. Keep the operational details beside your customer and sales records.
Transactions & cash flow
Record income, expenses, purchases and refunds. Review revenue, costs and cash-flow summaries from the entries in your workbook.
Issues & support tickets
Log customer issues, set priorities and track progress to resolution. Keep support requests connected to the people and conversations behind them.
Interaction history
Record calls, emails and meetings against a contact. Keep conversation notes, outcomes and next follow-ups in one relationship history.
Performance dashboard
Get a clear picture of sales, revenue, tasks, support and customers. Formula-powered charts and summaries update as you maintain your records.
