Clients & CRM
Companies, contacts, the pipeline, proposals and contracts.
- Companies and contactsOne address book for everyone you work with — typed by relationship, so billing only appears where it makes sense.
- The pipelineTrack prospects from first contact to won — with a weighted view of what's really coming.
- Proposals, contracts and SoWsThe commercial paperwork — Agreements for winning work, Scope for defining it, versions for the record.