SMEs
One place for a growing business to run from
Sales, delivery and the plan behind them, together, so growth doesn't mean more tools.
The problem
Sound familiar?
Too many tools
A to-do list, a CRM, a chat app, a proposals tool and a spreadsheet for the plan.
Handovers by memory
The next step only happens if someone remembers it.
No single view
Knowing how the business is doing means asking five people.
When
Then
Build a rule, then run it.
How SMEs use it
Let the next step happen by itself
Automations hand work on, so nothing waits for someone to remember.
- Automations that create and assign the next task
- A deal moved on when its proposal is sent
- Reports across contacts, projects and sales
What helps
The features smes lean on
Automations
Create the next task or move a deal on, automatically.
Reports
How every part of the business is moving, over any period.
Customers
People and companies, with everything linked to them.
Pipeline
Every deal by stage, value and expected close date.
Files
Your organisation's files, with Google Drive linked alongside.
FAQ
Questions from smes
Get started
Give your big goal somewhere to live
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