Client management software with every client on one page

One page per client

• The people you deal with, with several emails and phone numbers each.
• Every deal, open, won and lost, with its value and stage.
• Tasks and follow-ups with due dates, so nothing waits on someone’s memory.
• Notes and emails in one timeline, newest first.
• Your own fields: contract end, account manager, service level, whatever you track.

Nothing slips

The Today page shows what’s overdue, what’s due today, and the deals with no next step. Automations add the next task when a deal moves, so the follow-up is there before anyone has to remember it.

Write to clients from your Gmail

Email a client from their page, with templates and your signature. It goes from your own Gmail and lands on the client’s timeline, so the whole team sees it.

New work, from new and old clients

Track every proposal on a pipeline board. Leads from your website forms arrive as people with a follow-up task. Integrations

Client data you can trust us with

Hosted in Germany, never sold or shared, and exportable in full whenever you want. Security and privacy