CRM inside your books
A CRM that sees the money
Lead, deal, invoice and payment are the same record — so your pipeline shows collected reality, the stage moves to Won when you get paid, and every deal carries a next action so nothing slips.
No signup needed — explore with clearly-labelled sample data. Sign up any time to keep your work. Real payments and messages stay off until you do.
One record, lead to cash
Capture a lead, work the deal, raise the invoice, see the payment — all on one client with a single unified timeline.
Follow-up discipline built in
A next action on every deal, red when overdue, plus rotting indicators on stale stages and speed-to-lead alerts on new leads.
AI reads your funnel
Ask 'how's my funnel?' and get an answer from your live data — with your own Anthropic, OpenAI or Google AI key if you'd rather.
Ready to ditch the spreadsheet?
Free for solo users. No credit card. Your books stay yours.