The CRM that ends at cash, not at a hand-off.
Pipeline, quotes, and won deals wired straight to invoicing and the ledger. No sync — it is the accounting system. Free, every seat.
Everything a sales team needs. Nothing re-keyed for finance.
Pipeline & Kanban
Stages, owners, next steps, and a board your team actually keeps current — because updating it is how the invoice gets raised, not extra admin after the fact.
- Custom pipelines per business line
- Deal notes, tasks & activity history
- Prospect intelligence on the accounts you’re chasing
Meetings that file themselves
Connect your calendar and every meeting lands where it belongs — on the contact and the company. Summaries flow in from Microsoft and Google meetings automatically, and before you walk in, Kate builds a pre-meeting brief from the relationship’s real history: the deals, the notes, the contracts, the open invoices.
- Calendar integration — meetings auto-logged to contact & company
- Meeting summaries pulled in from Microsoft & Google
- AI pre-meeting briefs from CRM data and contracts
Quotes & work authorizations
Quotes are deal artifacts, not documents in a folder — versioned, approved, and one step from becoming the invoice when the deal lands.
- Quote → won → invoice, no re-entry
- Work authorizations for services teams
- Priced from your real catalog
A forecast finance can trust
The revenue forecast is deterministic — stage-weighted from real pipeline data, feeding the same planning engine your budget lives in. Sales and finance finally read one number.
- Pipeline drives the FP&A revenue model
- Won deals reconcile to billed revenue
- No end-of-quarter spreadsheet mash-up
Commissions
Commission plans computed from the deals and invoices already in the system — accrued to the ledger, visible to the rep, and never a month-end spreadsheet fight.
- Plan-based commission calculation
- Accruals posted deterministically
- Transparent statements per rep
One contact master
The customer in your CRM is the same record AR bills and the ledger reports on — one contact master across sales, billing, and the books. A prospect who becomes a customer is one click, not a re-keying exercise.
- Shared contacts across CRM, AR, AP
- Full relationship history in one place
- Documents filed to the contact’s cabinet
Because the CRM is how deals become ledger entries.
Per-seat CRM pricing punishes you for letting people collaborate. We’d rather every rep, PM, and founder work the pipeline — because a current pipeline is what makes the invoice, the forecast, and the close automatic. So the CRM is free. Every seat. Every plan.
- Free at any team size — no seat math, no gotchas.
- Deal-to-cash included — won deals flow to invoices and rev-rec.
- Kate works it too — “start a deal with Northwind” is a sentence, not a form.
The deal is just the beginning.
Move the pipeline in. Retire the per-seat bill.
We’ll import your deals and contacts and show you the same pipeline — wired to cash.
Let’s begin