A Simple CRM, Fully Integrated

Manage all your client details in one place. Our lightweight Customer Relationship Management (CRM) tool is designed to be simple, fast, and seamlessly integrated with your quotes, orders, and invoices.

• Centralised Records: Keep all your customer information—names, emails, addresses—organized and accessible.
• Seamless Integration: Link customers to financial documents with one click, auto-filling details and saving you time.
• Easy Import: Quickly populate your CRM by importing your existing customer list from a CSV file.