Features
Everything the CRM does, in detail.
What is in every plan, what the Business plan adds and what only exists with a website we build.
Business plan · also in the 14 free days
Lists, links and data map
Design your business's own system: create the lists you use (properties, rooms, bookings, orders, contracts) with the fields you want, link them on the map and put them to work with automations.
- Text, number, money, date, options, email, phone, file and link fields
- One-to-one, one-to-many and many-to-many links, on a data map
- Table, board by stage or calendar views
- Filters, sorting and saved views for the team
- Find and merge duplicates
- Import CSV; on the Business plan, sync with Google Sheets, Supabase, Shopify or WooCommerce
Two plans, two ways
Use a ready-made system, or build your own.
Every plan brings the same ready-made modules. Business adds the data map, to build lists shaped to your business.
Essential: ready-made systems
Instagram sellers use Sales and stock; a salon uses Bookings; whoever sends proposals uses Quotes. They come ready-made, and you can add your own fields to each one's lists.
Business: build your own
Create your own lists and link them on the data map: a holiday rental links Properties, Rooms and Bookings; a gym links Members, Classes and Payments. Automations take care of alerts, tasks and emails.
Change it whenever you like
Start on Essential and move to Business in the app itself, or the other way round. Nothing is locked in: export everything whenever you like.
In every plan
Sales and stock
For people who sell on Instagram, on WhatsApp, at a market or by phone. Record the sale with its products and the stock updates itself.
- New sale: customer, channel (Instagram, WhatsApp, TikTok, store, market, phone…) and products
- Products with variants (size, colour) and stock
- Stock goes down when you sell and comes back if the sale is cancelled, with a movement history
- Each line keeps the product, the quantity and the price of the day
- Customers with their orders and total spent
- Certified invoices with Moloni, TOConline or InvoiceXpress
- Paid sales go into Finances
- On the Business plan: materials, suppliers and purchases (expenses in Finances), and the cost and margin of each product and each sale
Customer
Products
| Products | Qty | Total |
|---|---|---|
| Box of roses5 in stock | 2 | 52,00 € |
| Embroidered T-shirt8 in stock | 1 | 15,00 € |
- Products
- 67,00 €
- Total
- 67,00 €
An online shop on your website?
Checkout with payment, shipping by weight and zone, promotions and coupons, and product reviews only come with a website we build, in Website + CRM, made for you.
In every plan
Conversations
WhatsApp, Instagram and Messenger messages arrive in one inbox, linked to each customer’s record.
- To answer, waiting for the customer and resolved, with the status changing by itself
- Saved replies for what comes up again and again
- From conversation to order in one click
- Automations that react to status changes
In every plan
Automations
Draw the flow with connected blocks: when something happens, it decides and acts. Test it on a real record, changing nothing, before you switch it on.
Records
Create, create or update, set field, find record, add points
Tasks and notes
Create task, complete tasks, create note
Messages
Send email, notify the team
Calculations
Formula, adjust time, aggregate values, random number
Conditions
If…, filter, switch
Delays
Wait for a time, wait until a date
Team
Share out among the team, in turn
Utilities
HTTP request, send to another system (webhook)
- They start when a record is created, changed or deleted, or at a set time
- Ready-made templates: contact follow-up, reminder the day before, deal won, records gone quiet
- History of each run, step by step
- Essential: up to 5 automations on. Formula, find record, create or update, aggregate values, share out among the team and HTTP request: Business plan
Switch on what you need
Quotes, bookings and more
All included in every plan. Switch them on and off in the app: switching off hides the module, and the data is kept.
Included
Quotes
Quotes with lines and VAT, sent by link. The customer accepts or declines online and it is recorded.
Included
Bookings
Services, opening hours, days off and bookings on a board or calendar, with confirmation, no-shows and reminders by automation.
Included
Forms for your website
Build the form in the CRM and paste it into the website you already have. Each request comes in as a contact.
Included
Email marketing
Connect Brevo or Mailchimp: contacts sync, and people who unsubscribe are marked in the CRM.
Included
Customer support
Requests that arrive by email become support tickets with a number and a status, answered from the CRM.
Business plan
Data sources
Sync Google Sheets, Supabase, Shopify or WooCommerce every 15 minutes. If you import again, the records you already have are updated. CSV import is on every plan.
In every plan
Tasks, dashboards and finances
Today
The day on one screen: tasks, what is scheduled, conversations and support tickets to answer, and quotes awaiting an answer.
Tasks
Tasks with a due date and priority, linked to the record they are about.
Dashboards
The numbers that matter, comparison with the previous period and monthly goals. One dashboard on Essential, up to 10 on Business.
Finances
Income and expenses by month and by category. Paid sales come in by themselves.
Team and permissions
Invite the team by email. Each person sees and changes only what their role allows.
- Roles: owner, staff and view only
- Per-list permissions (see, change and delete) on the Business plan
- Sign in with email or with a Google account
- Several workspaces on the same account
| Area | Team | Viewer | ||||
|---|---|---|---|---|---|---|
| View | Change | Delete | View | Change | Delete | |
| Orders | ||||||
| Customers | ||||||
| Products | ||||||
| Finances | ||||||
Integrations
In one catalogue, each with its own setup page and a button to test the connection.
Calendar
Google Calendar and Outlook.
Messages
WhatsApp, Instagram and Messenger.
Invoicing
Moloni, TOConline and InvoiceXpress.
Email marketing
Brevo and Mailchimp.
Shops and data
Shopify, WooCommerce, Supabase and Google Sheets.
API and webhooks
API keys and webhooks to connect Zapier, Make or your own system. Business plan.
Coming soon to the Business plan
What comes next
Coming soon
AI assistant
Questions about your business and help with everyday tasks, inside the CRM.
Coming soon
Email campaigns
Send campaigns to your customers from the CRM.
Coming soon
Google Calendar sync
Bookings and tasks in your Google Calendar, both ways.
Security and GDPR
The data belongs to your company: it stays in Europe and you can take it out whenever you want.
Hosted in Europe
Servers in the European Union and processing under the GDPR.
One database per company
Each company’s data is kept apart from everyone else’s.
Export and erase
Export everything whenever you want. Find and erase a person’s data when they ask.
Change history
Who created, changed or deleted each record, and when.
Try it with your own data.
14 days free, no card. Pick the plan at the end.