Essential
To start clean, whatever your industry. Min. 3 users.
- Complete client management — contacts, companies, engagements
- Kanban pipeline + master table
- FlowNoteTM module
- MRR dashboard, forecasts, closes
- Tasks & follow-ups + built-in calendar + Ideas/Initiatives
- Fast mobile capture · bilingual support
- Built-in inbox, attached to records
- Multi-industry: consulting, construction, nonprofit, distribution