Basic
A working CRM core for one team, one pipeline and the contacts you keep today
Nothing is added at checkout. Fees other providers bill you are not included.
- Delivery:
- Agreed in writing before work starts
- Revisions:
- Agreed in writing before work starts
- Contacts and companies, each with notes, tasks and a time-ordered history
- One sales pipeline with your own stage names, on a board you can update from a phone
- Follow-up tasks and reminders, each assigned to an owner
- A duplicate check whenever a contact or company is created
- Your existing contacts and companies imported from one spreadsheet or CSV export
- Leads from one website form land on a new record without anyone retyping them
- Two roles, admin and user, with access enforced in the database
- An audit log of who changed what, and when
- Repositories and cloud accounts opened in your name
- Handover notes, runbooks and a walkthrough for whoever runs the CRM next