Sales and relationship operations

Client Management

CRM replaces scattered spreadsheets, inbox notes and missed follow-ups with one client timeline, pipeline and next-action view.

Start by organizing clients and follow-ups. Later connect CRM with workflows, documents and communication.

Maturity: roadmap
Book demo / request setup

Problem this module solves

CRM replaces scattered spreadsheets, inbox notes and missed follow-ups with one client timeline, pipeline and next-action view.

Who it is for

  • Founders managing early sales
  • Sales and account teams
  • Service businesses with repeat clients
  • Partners implementing client operations

What you can do in the free version

  • Store companies, contacts and opportunities.
  • Track basic follow-ups and pipeline stages.
  • Review client activity from a simple shared view.

Example workflows

Capture lead → qualify opportunity → schedule meeting → create offer document.
Client renewal → reminder → account review → task assignment.
Inbound request → deduplicate contact → route to owner → track SLA.

Recommended connected modules

Common next module

Communication

Use this when the first module starts producing records that need approvals, evidence, automation or follow-up.

Related packages if available

CRM packages Sales Starter bundle

Screenshots or UI proof

Representative interface proof for planning, workflow and rollout discussions. Availability can vary by pilot scope.

CRM meetings and calls
CRM meetings and calls
CRM funnel dashboard
CRM funnel dashboard

Plans for Client Management

Sorted from cheapest to most expensive.

View full pricing →
Silver Free - CRM
Free
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 200 Clients
  • Unlimited Supplier records
  • ∞ Devices
  • 512 MB Secure storage
Choose plan
Silver - CRM
10$/user monthly
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 200 Clients
  • 1 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 512 MB Secure storage
Choose plan
Consultation - CRM
Contact for pricing
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 100000 Clients
  • 1000 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 100000 MB Secure storage
Choose plan

Start Client Management with a focused path

Begin with the free setup, choose a plan when you need automation and reporting, or ask us to configure the first workflow with your data.

Start free Install package / choose plan Book demo / request setup
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WMS SCM HR Calendar Store Finance MES BPM Documents Communication AI Module Marketing Risk (ERM) Legal QA Project Management