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CRM

Know every client, cold.

Track every relationship, follow-up, and deal — without the complexity of an enterprise CRM. Know your clients the way a great consultant should.

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Every detail, right where you need it

Store emails, phone numbers, and addresses with autocomplete — plus set a custom currency and tax rate for each contact. When it's time to invoice, everything is already configured.

Address autocomplete built in

Start typing and pick from suggested addresses. No manual entry, no typos — just accurate contact info every time.

Custom currency & tax per contact

Assign a currency and tax rate to each contact. Invoices and billing inherit the right settings automatically.

Tag as client, prospect, or other

Categorize every contact so you can filter your pipeline, focus on active clients, and follow up with prospects.

Contacts at the center of everything

Link projects, invoices, tasks — everything every contact connects to the rest of your workspace. Link projects, invoices, agreements, bookings, time entries, and more — so you always see the full picture in one place.

Bulk import contacts with AI drop a CSV, a spreadsheet, a PDF, or even raw text — our AI reads the content, detects contacts, and imports them in seconds. No column mapping, no formatting headaches.