Benefits

• Full control, Full Freedom
• Contribute to the development, self-host, and fork the project to break free from vendor lock-in, embracing the open future of CRM.
• Data, Your Way
• Access and visualize any existing data sources without the need to retrofit your data into predefined objects, moving beyond the outdated model of manual data entries.
• Effortlessly Intuitive
• Enjoy an application that draws inspiration from Notion, known for its user-friendly interface and extensive customization capabilities, ensuring a smooth and enjoyable user experience.

Features

• Comprehensive Customer Management
• Add, filter, sort, edit, and track customers with ease, providing a holistic view of your customer interactions.
• Opportunity Creation
• Create one or several opportunities for each company, allowing for detailed tracking and management of potential revenue streams.
• Timeline of Notes and Tasks
• See rich notes and tasks displayed in a timeline for each record, offering a clear history of interactions and to-dos.
• Task Management
• Create tasks directly on records to keep track of what needs to be done, ensuring nothing falls through the cracks.
• Quick Navigation
• Navigate quickly through the app using keyboard shortcuts and search functionality, enhancing user productivity.