Create customers and keep all deals and attachments to hand with a single click.
Keep all deals in one place
All your proposals, quotes, estimates & invoices are deals that are assigned to each customer.
Understand the status of every deal in your pipeline so you never miss an opportunity.
Automate payment reminders or send your team alerts based on customer status.
Create a pipeline tailored to the workflow of your team and business.
Ping a message to your team based on a customer update with a few clicks.