A CRM that keeps up with you.
Enquiries, emails and quotes in one view, on your own server, without paying per user every month.
Enquiries stop falling through the cracks
In a small business customer information is scattered: some in an inbox, some in a spreadsheet, some in someone's head. When enquiries, calls and quotes live in one view, nothing is forgotten and everyone on the team can see where each deal stands without having to ask.
Email in the same view
The system reads your inbox and attaches messages to the right customer, so the whole history of a conversation opens with the customer card. You do not need to search your mail separately to know what was last agreed, or forward threads to a colleague.
Quotes and follow-up
You create a quote for a customer, send it and see when to follow up. Deals move through stages, so you always know how much is open and what is about to close. Nothing is left waiting for someone to remember it.
Your data on your own server
The system runs on your own server and the data stays yours. There are no per-user monthly fees, so adding a person to the team does not raise the price. If you ever move on, the data and the code come with you, in a format you can actually open.
What is included
- Enquiries, customers and companies
- Email attached to the customer
- Quotes and follow-up
- Deal stages
- Users and access rights
- Runs on your own server