What teams do here
- Customer 360
- Activity timeline
- Account health
- Relationship mapping
Module · CRM
CRM inside one operating platform
Customers, contacts, and account history live in the same workspace as sales and delivery. Every project, invoice, and conversation stays attached to the customer record — so your team never works from a disconnected spreadsheet.
In this module
Built to share data with every other module
How it connects
- Capture the account
- See every module touchpoint
- Act from one record
Keep exploring the ecosystem
Other modules in the same workspace
Sales
Pipeline, opportunities, and forecasts sit beside CRM, proposals, and projects.
Project Management
Plan delivery against the clients and contracts you already sold.
Task Management
Assign work across teams without leaving the operating platform.
Time Tracking
Capture billable time that flows into invoices automatically.
Estimates
Scope work and convert approved estimates into projects and invoices.
Proposals
Send branded proposals connected to CRM and sales records.
One workspace
See CRM with the rest of your business
CRM is a connected module — not a standalone app — so records stay shared across CRM, delivery, and finance.