CRM
Capture, organise, engage, sell, measure.
A full CRM around one shared contact identity: pipelines and deals, lists and self-updating segments, four-channel campaigns, meetings and calls, automations and reports.
- 21
- Feature areas
- 4
- Message channels
- 4
- Lifecycle stages
- 8
- Sales KPI tiles
Contacts and companies
One contact identity with a 360-degree profile and one shared timeline; companies hold the B2B side, and custom objects model anything that doesn't fit.
- Full profile: details, history, consent per channel, addresses, deals, meetings
- Log any touch as a note, call, email or meeting; follow-up dates create tasks
- Bulk actions: list membership, stage, consent, archive
- Custom columns, saved views and bulk import from file
- Your own object types, built with a no-code wizard
Deals and pipelines
Every deal on a Kanban board or a list, moving through pipelines and stages you define yourself.
- Drag-and-drop stage moves with per-stage totals
- Multiple pipelines; stages marked open, won or lost
- Won and lost with reasons — and reopenable later
- Deal detail with linked contacts, company, tasks and full stage history
Lists, segments and targeting
Static lists you curate by hand, and dynamic segments that keep themselves current from rules.
- Segment builder with ALL/ANY logic and nested condition groups
- A live match count and a preview before you commit
- Snapshot a segment into a static list at any moment
- Folders, saved views and search across both
Campaigns, templates, landing pages
Reusable templates, a step-by-step campaign wizard, and forms and landing pages that capture new leads.
- An eight-step wizard: channel, content, audience, consent-filtered count, schedule
- Send-speed and time-spreading controls, plus a test send to yourself
- Drag-and-drop email template designer; templates for all four channels
- Sign-up, unsubscribe and profile-update forms with hosted links and embed code
- A visual landing-page builder with double opt-in and per-page conversion stats
Transactional email and SMS
The one-to-one messages the system sends — confirmations, resets, codes — with live events, stats and delivery plumbing in one place.
- A real-time event stream for email and SMS
- Delivery, open, click and bounce rates over any date range
- Per-message logs with search and CSV export
- Suppression lists, provider webhooks with secret rotation, and a sending-domain verification gate
Meetings, calls and tasks
Contacts book time from a public link, calls run on real phone numbers, and every follow-up lands in one team queue.
- Meeting types with availability hours and website embed code
- A weekly calendar with drag-to-reschedule
- Bought phone numbers with routing, recording toggle and a server-bridge dialer
- A task queue grouped by due date, with bulk complete, reschedule and reassign
Automations, statistics, reports
Visual workflows put follow-up on autopilot, and everything that happens is measured.
- A workflow builder with triggers, waits, branches, messages and tasks
- Test a workflow on one contact without sending anything
- A sent → delivered → opened → clicked funnel per campaign, with recipient drill-down and export
- Sales reports: eight KPI tiles and six charts, each drilling to the records behind the number
Worth knowing: Calls are bridged through your own phone rather than run in the browser, open and click rates apply to email and in-app only, and WhatsApp messages use pre-approved provider templates.
What every module inherits.
- Installs from the marketplace with no redeploy — the menu and the permission list update immediately.
- Creates its own tables, in its own schema, inside that customer's database.
- Packages are cryptographically signed when they are built, and the signature is checked before the host unpacks one.
- Uninstall switches a module off and keeps its data. Dropping the tables is a separate, deliberate choice.
Works with
Want to see CRM running?
Thirty minutes, a live workspace, and an honest answer about what each module does and doesn't do yet. Missing a module? A custom build is a fixed-scope project, from €25.000.
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