A client record that genuinely holds everything
The call, the meeting, the proposal, the invoice and the last email exchange: on one page. Dull to say and rare to see, because those objects usually live in four different tools.
Industry · Services
When you sell time, every hour spent on admin is sold to nobody
Firms, agencies, consultancies: the client relationship happens in emails, meetings and follow-ups. They may as well live where the quotes and invoices are.
No credit card required
What changes
Built for your profession, not adapted after the fact
Follow-ups hold without anyone thinking about them
A proposal unanswered at D+7, an invoice overdue at D+3: the workflows handle it. This is where firms under fifty people lose the most, for lack of someone whose job it is.
Scheduling without the back and forth
A booking page per consultant, with real availability and real durations. The six emails to find a slot disappear.
Use cases
Scenarios from this industry
Services
Consultancy
22 consultants, 45 proposals a month, and nobody whose job is to chase.
Discover ServicesInsurance broker
4,200 policies, 11 staff, and 9% of cancellations nobody saw coming.
Discover ManufacturingManufacturing SMB
40 staff, 180 quotes a month, and 62 days to get paid.
DiscoverGo further
What serves you most here
360° customer view
The entire customer relationship on a single record: activities, deals, exchanges.
DiscoverOnline quotes
Created in 2 minutes, accepted in 1 click, tracked every step of the way.
DiscoverInvoicing software
Compliant invoices, sent, tracked and paid.
DiscoverBooking page
Your availability bookable online, in your colors, on your domain.
DiscoverShared inbox
Every channel in one team inbox, wired to the CRM.
DiscoverAI Assistant
Writing, rewriting, translation: the assistant at your team's keyboard.
DiscoverFAQ
Frequently asked questions
Do you handle time tracking and hourly billing?
Quotes and invoices accept time-based lines. We do not replace a detailed per-engagement time-tracking tool: if that is your core, keep it and connect it through the API.
Can we separate by team or by office?
Yes, by workspace: each team sees its own scope, management sees everything.
How do we track a proposal through to payment?
The opportunity produces the quote, the signed quote produces the invoice with its payment link, and an unpaid invoice fires its reminder. The refusal reason is captured at closing, which makes the statistic usable.
Do automated follow-ups feel aggressive?
They stop the moment the client replies, they are personalised with the case data, and the rhythm is yours. A regular, polite reminder beats three weeks of silence followed by an awkward call.
Can we try before committing?
The Discovery plan is free, complete and needs no card. Build the account, import your contacts and run a full cycle before deciding.
Another question? Write to us — a human will answer.
Before you decide
Try the whole suite, for free
The Discovery plan is not a crippled demo: all eight hubs are open, two users, a thousand contacts, a hundred credits on us. No card and no end date. Model your first file and judge for yourself.
Create a free accountNo card, no automated sales chasing, and no feature that closes after fourteen days.
Comparisons
Coming from somewhere else? The migration is gentle
Contacts, companies, opportunities, tasks, segments and email templates come across from Brevo, HubSpot or an export. Keep your old tool as long as you need: nothing forces a big-bang switch, and nothing is deleted on your side.
Compare with your current toolReady to bring all your tools together?
Create your free account in two minutes: CRM, telephony, marketing, appointments and customer service — all in one place, with AI built in.
No credit card required