Clients, pipeline, contracts, tasks and calendar. Everything you need — nothing you don't. Zero noise.
✓ No credit card · ✓ 30-day free trial · ✓ From €20/month
Stop tracking clients in your head and deals in a notebook. Get organised in 10 minutes.
Every client, contact and company in one place. Full history of conversations, projects and files linked to each one.
Track every opportunity from first conversation to signed contract. Know exactly which deals need your attention today.
Attach proposals, contracts and project briefs directly to the deal or client. Always one click away.
Create tasks with due dates linked to clients or deals. Never miss a delivery or forget to follow up again.
See all your meetings, deadlines and follow-ups in one agenda. No more switching between five different apps.
Upload and organise documents by client or project. Accessible from anywhere — no more lost attachments.
The preset removes the enterprise modules and gives you a clean, simple setup: clients, pipeline, tasks, calendar and files.
Import from CSV or add manually. Create a deal for every active or potential project and move them through your pipeline.
Every client, task and deadline in one place. Follow up at the right time and stop letting opportunities slip through the cracks.
Yes. The freelancer preset strips out the enterprise features and gives you just what you need: clients, pipeline, tasks, calendar, contracts and files — all in one place.
Yes. Each client has a deal in the pipeline with its own stage, value and attached files. Upload proposals, contracts or briefs directly to the deal.
Tasks with due dates can be linked to specific clients or deals. The calendar shows your full agenda so you can see at a glance what needs attention.
Yes. Our official WordPress plugin lets you embed lead capture forms with a simple shortcode and connects Contact Form 7 so every submission lands in your CRM as a lead automatically. A REST API with API keys is also available.