Product • overview

CRM product

Manage contacts, companies, deals, and pipelines — with work connected to delivery.

Looking for workflows? Explore Use cases or browse Features .

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Who it’s for

  • Sales teams that want a lightweight CRM connected to projects
  • Founders tracking pipeline without heavy administration
  • Teams that need clear handoffs to delivery

Highlights

  • Contacts, companies, and deal tracking
  • Pipelines with stages and ownership
  • Activities and playbooks for consistency
  • Email workflows connected to work
CRM screenshot

Included features

Explore related feature pages to go deeper.

CRM overview Forms Automations Activity Feed

Recommended workflows

See how teams apply this product in real scenarios.

Sales pipelines

Use case

Manage deals and activities, then hand off work to delivery without losing context.

Sales pipelines screenshot

Recommended templates

Copy and adapt these templates to kickstart your workflow.

Project brief template

Template

Align stakeholders, define scope, and reduce rework with a lightweight project brief you can share and update.

Project brief template screenshot

FAQ

Can we connect deals to delivery projects? +

Yes. You can link pipeline outcomes to delivery work so handoffs are clearer and status stays visible.

Is this a full enterprise CRM replacement? +

It’s designed to be lightweight and workflow-first. If you have complex enterprise requirements, we can review fit together.