One Platform. Every Customer Interaction. Total Revenue Control.
Unite sales, billing, and customer management in a single system. From first contact to final payment, manage every relationship that matters.
Elevate Your BusinessFor Small Businesses
Customer relationships that scale with you
- Quick contact creation
- Email and call from the platform
- Visual pipeline view
- Deal stage automation
- Reminder notifications
- Recurring task templates
- Convert deals to quotes instantly
- Track payment history per customer
- Customer portal access
For Growing Companies
Manage 10x more customers with the same team through intelligent automation.
- Multiple pipelines
- Source attribution tracking
- Deal collaboration
- Activity feed and mentions
- Email campaigns
- Lead nurturing tracks
- Customer journey mapping
- Pipeline health monitoring
- Custom report builder
Unified Platform Advantages
Why Separate Systems Fail
The Problem with Point Solutions:
- Data silos between sales and billing
- Manual data entry across systems
- Inconsistent customer information
- Lost context between teams
- Delayed quote-to-cash cycles
Our Integrated Approach:
- Single customer record
- Seamless handoffs between teams
- Automatic data flow
- Complete interaction history
- Instant billing from deals
Our Key Differentiators
Simple, Scalable, Transparent
All Plans Include:
- Unlimited contacts
- Full CRM features
- Billing integration
- Mobile apps
- API access
No Hidden Costs:
- No per-user fees
- No feature gates
- No integration charges
- No training fees
- No implementation costs
A faster, smarter way to handle customer relationships without the extra expense