Your firm. Your data. Your workspace.
The CRM and sales-ops platform built around your firm
One private, branded workspace for your clients, deals, documents and team, set up with your own terminology, pipeline stages and fields.
Spreadsheets don't scale
Client lists, pipelines and documents scattered across files nobody trusts.
Generic CRMs don't fit
Off-the-shelf tools force your process into someone else's shape.
Your brand gets lost
Clients and partners see another company's software, not your firm.
Everything your team runs on, in one place
CRM
Contacts, leads, deal board and pipeline.
Sales Tools
Calculators, document and deal-sheet creation, playbook.
Tasks & Reporting
Task boards for the team and live reports on the pipeline.
Admin & Portals
Roles, permissions, branding, partner and client portals.
Your brand, your workspace
It looks like your firm, because it is
Who it's for
Alternative investments
Whisky casks, gold and real assets — track allocations, clients and documents.
Property finance brokers
Manage introducers, lenders and cases through your own pipeline stages.
Construction
Keep enquiries, quotes and client projects in one organised workspace.
Live in three steps
- 1
We set up your workspace
Your name, logo, colours, terminology and pipeline stages.
- 2
We import your data
Clients, contacts and deals brought across from your existing files.
- 3
Your team goes live
Invite your people, assign roles and start working.
Private by design
Your data stays yours
- A private workspace per firm
- Role-based permissions
- Portals you control