01Sales and operations
Custom CRM
Your leads, clients, jobs and follow-ups in one system, built around how you sell. You own it, with no per-seat fees, and it replaces the spreadsheets and scattered tools.
What's included
Mapping how your team sells and works today
Pipelines, contacts and deals set up your way
Dashboards and reports for each role
Follow-up reminders and automations
Email, calendar and phone connected
Your data moved over from your current tools
Role-based access and a full audit trail
Training for your team and support after launch
