Stop reconstructing the relationship from three inboxes and a notebook.

What it changes about your week

• One record, the whole relationship

  Calls, meetings, notes, logged emails, deals won and invoices sent all roll up onto the contact — including the things that happened inside your other tools.

• A pipeline shaped like your business

  Name your own stages and reorder them whenever the process changes. Moving a deal writes its own history entry, so the board doubles as an audit trail.

• Follow-ups kept apart from notes

  A follow-up is a dated intention; an activity is a past fact. Keeping the two separate is exactly why the “due today” list can be trusted.

• Cover without a handover meeting

  Anyone with a seat opens the same timeline, so holidays, sickness and new starters cost nothing in lost context.

How it is actually run

Start to finish, the loop this tool puts your business in.

1. 1

   Add the people

   Contacts are shared across the whole workspace, so the customer you are selling to is the same record you invoice — never two half-filled copies.

2. 2

   Open a deal

   A deal is the work you are trying to win: a name, a value, the contact it belongs to, and the stage it sits in today.

3. 3

   Work the board

   Move a deal to the next stage. The move is recorded automatically with who made it and when, and cannot be edited afterwards.

4. 4

   Log what happened

   Record the call, the meeting, the note. Communications are logged here, never sent from here — nothing reaches your customer without you.

5. 5

   Set the next step

   End every conversation with a dated follow-up. The follow-ups list answers “what is due today” using your calendar day, not a server’s.

What you will be looking at

The screens you would spend your time in, rebuilt here from the real layouts.

Better with the rest of your stack

• Invoicing — sends and payments land on the customer’s timeline without anyone filing them.
• Scheduling — a guest who books an appointment is matched to the same contact record.
• Shared contacts — one customer, one record, across every tool you own.

Every tool you switch on also increases the discount applied to your whole subscription — automatically, up to a capped maximum.

Straight answers before you buy

The boundaries of the tool, stated here rather than discovered in month two.

• CRM logs communications; it does not send them. Nothing here emails your customer on its own.
• No lead scoring, no marketing automation, no email sequences. This is a record of a relationship, not a campaign tool.
• Stage changes are written by the system and cannot be edited — which is precisely what makes the timeline worth something a year later.