Professional services
A CRM for firms and professionals who live on answering in time
Accountants, law firms, agencies, architects, trades. The work arrives as an enquiry, gets defined in a quote, and is lost in the follow-up nobody did. That part can be put in order.
Professional services
What changes
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From quote to signature without switching tools
The quote goes out where you already talk and gets signed from a phone. The signed document stays on the client record with its audit trail, not in somebody’s downloads folder.
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The follow-up nobody has time for
A quote sent five days ago with no reply shows up flagged, and the nudge goes out on its own if you set it up. Most jobs that get lost are not lost on price: they are lost to silence.
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Every client with their own file
What was said, sent, signed and scheduled on one timeline. When a client calls about something from eight months ago, the answer is one search away instead of in the memory of someone who has left.
What people usually ask
Does it make sense if there are two of us?
Yes, and it shows fastest there, because in a team of two there is nobody to delegate the follow-up to. The free plan covers two users and does not expire, so you can try it on real work before deciding.
Can I keep clients separate from prospects?
Yes: separate boards, and the same contact can be on both. A long-standing client can have a job in progress and a fresh enquiry without the two mixing, each at its own stage.
Are my clients’ documents safe?
They travel and are stored encrypted, each person sees only what their role allows, and your organization’s data is isolated from anyone else’s. Everything we do with it is written out in the legal centre, with no fine print.