Big enterprise tools are too complex. Spreadsheets are messy. CRM is the lightweight, all-in-one workspace designed specifically for micro-SMEs to manage leads, invoices, and projects without the bloat.
Replace your patchwork of disconnected tools with a single unified platform.
Keep track of leads in one place. Auto-import from email/web forms, organize in drag-and-drop stages, and never lose a potential sale again.
Create stunning proposals with images and videos. Lock in sales with digital contracts featuring built-in E-Signatures.
Build professional invoices, handle recurring billing, and record payments in multiple currencies via PayPal and Stripe.
Track time, expenses, and tasks. Assign staff, set milestones, and bill customers directly from project data.
Your customers have their own client portal with all financial data from your company presented in clear view.
Built-in helpdesk with auto-responses, email piping, and knowledge base integration to keep your customers happy.
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.
Create unlimited web to lead forms and inject in your landing page or website. The visitors can then enter their names, email addresses, upload attachments and other basic information, allow them to request quotes directly from your website. The potential clients information are gathered and the lead is created directly into the CRM. This feature also allows you to import leads into CRM.
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.
Create good looking proposals for leads or customers and impress your potential clients or customers to increase sales. Include images, tables, items, youtube videos, with the powerful editor. Proposal comments allowed for negotiation. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal.
Create quotation within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the quotation to invoice after customer accepts. Your customers can view and make actions on the quotation even without logging in.
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via built-in sending contracts feature. Ability to send customer reminders before contracts expiry.
Let customers sign proposals, contracts, and quotations online. Make it easy to say "Yes".
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member. Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.
Assign task to multiple employees, add task followers, task comments allowed, task attachments. Create recurring tasks for a given period.
Have clear view of all your company events, upcoming invoice payments, contracts expiration, estimates expiration, tasks finish date, reminders. You’ll never miss anything from the calendar.
Every staff member can have their own personal to-do dashboard which will allow your staff member to easily organize their work and increase productivity. Easily change to-do status by drag and drop.
Setup goals and track achievements. Use the Goals Tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.
Generate reports and have clear view of everything. Sales Report. Expenses Report. Reports by Customer. Leads Conversions. Survey Report. Knowledge Base Report. Timesheets Report.
Custom fields can store extra information for customers, leads, tickets, invoices, company, quotations or proposals, and many important features. Configure to fit your business. Ability to show in the customer portal or table.
Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manually created mail lists.
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accessing the client portal.
Knowledge Base for Customers and Staff Members. Create knowledge base articles and organise them in groups to help your customers and build trust. “Did you find this article useful?” vote included in clients area.
Easily manage staff access and responsibilities. Set roles, customize permissions, assign departments, and let tickets auto‑route to the right team via department email.
Your CRM is the heart of your business. We ensure it never skips a beat with 24/7 monitoring, daily backups, and proactive security updates - all included.
Hosting environment reviews, SSL certificate renewals, DNS management, SMTP configuration, and PDPA-aware consent management.
Automatic Let's Encrypt certificate issuance and renewal, secure HTTPS configuration and HSTS enforcement to ensure every page is delivered securely.
Automatic file and database backups with multi‑day retention, ensuring your site can be quickly restored to full working order if anything breaks.
Monthly Lighthouse checks, Core Web Vitals tracking, image compression, caching tuning, and CDN configuration to keep load times sharp.
Brute-force protection, malware scanning, WAF monitoring, file-change detection, and proactive vulnerability audits - running continuously in the background.
Fix broken links, layout bugs, form errors, unexpected 404 pages, and troubleshooting critical downtime incidents to keep your site stable, functional and accessible.
Choose the payment schedule that works for you. Same great features, different payment terms.
Flexible, pay-as-you-go. Cancel anytime.
Billed $1,440 yearly for committed teams.
Everything you need to know about our all-in-one CRM solution.