CRM 2.0

A CRM platform with improved functional connections
No credit card needed
Unlimited time on Free plan

Who is this space for?

Sales professionals who manage multiple projects and accounts with more than one person associated with an account.

What problem does it solve?

In this improved version you can have multiple contacts linked to an account, and still see ALL the deals on the account board.


Assign different people from the same accounts to different projects.

What are the benefits of your space?

More accurate representation of who is working on a project on the client side.

Best for
Sales & CRM
Integrates with
Apps recommended
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Newly added
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Freelance CRM with Job Time Tracking

Automated daily time tracking for client work
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Freelance CRM with Job Time Tracking
DM
Desiree McCarthy
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Freelance CRM with Job Time Tracking
DM
Desiree McCarthy
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RAID Log

Risks Assumptions Issues Decisions Log
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RAID Log
RR
Rissa Ream
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RAID Log
RR
Rissa Ream
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H1-PS Portfolio Setup

Developed for H1-PS team - will take down in 2 weeks time
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H1-PS Portfolio Setup
JP
Jona Park
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H1-PS Portfolio Setup
JP
Jona Park
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