Transform Your
Customer
Relationships
The CRM built for freelancers and small businesses — manage your clients, stay on top of follow-ups, and let Prospect Builder find new customers for you.
Built for solo operators & small teams
Connect Your AI
Assistant.
It Gets to Work.
Hand your meeting notes to Claude, and watch it create the follow-up task, book the next event, and draft the quote — all linked to the right contact automatically.
- Creates tasks, events, and draft quotes straight from a conversation
- Every action respects your team's existing permissions — nothing it can't already see or do through the normal login
- See it in action — book a demo and we'll show you exactly how it works
Everything You Need
to Succeed
Everything a freelancer or small team needs to stay on top of clients — without the complexity of enterprise software.
Client Management
Keep every client, lead, and prospect tidy in one place — no more spreadsheets or scattered notes.
Sales Pipeline
See exactly where every deal stands. Spot what needs attention and close more work with less effort.
Quotes & Invoices
Branded, professional documents with your own Terms & Conditions and certification badges built in — sent straight from the CRM.
Events & Scheduling
Subscribe once to a calendar feed that stays in sync automatically. Book a whole run of meetings in one go.
Forms & Links
Build a form in minutes, share it with a QR code, and every response gets reviewed before it becomes a contact.
Email Marketing
Branded templates and mailing lists, built to protect your sending reputation — not put it at risk.
Expenses & Mileage
HMRC-ready mileage tracking, linked to the job it belongs to. See what a specific job actually made.
Team Sharing
Bring in a VA, a partner, or a small team — one flat price, no per-seat fees, ever.
Security You'd Expect From Something Bigger
Two-factor authentication, a full activity log, and granular permissions for every team member.
Stop juggling.
Start growing.
As a freelancer or small business owner, you wear every hat. A CRM takes the admin off your plate — so you spend less time chasing and more time doing the work you love.
Sales pipeline overview
Simple, Honest Pricing
One price for your whole company. No per-seat fees. No surprises.
Per company, billed monthly
- Up to 100 users — one flat price
- Prospect Builder included
- All 6 core CRM features
- Data import from any CRM
- Priority onboarding support
- Cancel anytime
See it in action first
Book a walkthrough with our team and get your questions answered before you commit.
Per company · Up to 100 users · Cancel anytime