Multi-tenant sales CRM with forecasting and AI
This CRM covers companies, contacts, leads and multi-pipeline opportunities; daily planning, calendar and email sync; sequences and quotes; partner commissions and renewals; forecasts with scenarios and multiple currencies; a visual workflow engine; and an AI copilot — with enterprise sign-in and audit.
- Accounts and pipeline
- Daily execution
- Calendar and email sync
- Sequences and templates
- Social publishing
- Quotes and e-signature
Features and architecture →
Closures, invoices, commissions and renewals back office
This back office records customers, partners, closed deals and invoices, and calculates commissions and fund flows from configurable rules — with payments, credit notes, ageing, renewals and analytics. It keeps its data in a spreadsheet the team already uses, and checks that spreadsheet for drift.
- Customers and partners
- Closures and invoices
- Commission rules
- Fund-flow routing
- Payments and ageing
- Renewals
Features and architecture →