Morning: the list of what matters
Not another dashboard, but what is waiting on a decision: quotes unanswered for eight days, today's meetings, customers whose renewal is approaching. The rest can wait, and the tool does not put it in front of you.
By team · Sales
A salesperson spends a third of their time not selling
Looking up a number, finding last year's quote, retyping an address, remembering who to chase. None of that is the job, and all of it fills days. The question is not adding a tool, it is removing gestures.
No credit card required
Day to day
What it changes in your day
During the call: everything is already there
The number is recognised before you pick up, the record opens, the history is visible — exchanges, quotes, invoices, meetings. Afterwards the summary writes itself into the record. What used to be lost in a notebook stays in the file.
Evening: what chases while you sleep
Quote unanswered at D+7, invoice overdue at D+3 then D+15: the workflows handle it, with the payment link. This is where a sales team loses most, because chasing is a decision — and a decision people put off.
Product
The hubs this team crosses
CRM
Your company's memory: who is who, who said what, and where things stand.
Sales
From signed quote to paid invoice, without ever re-entering anything.
Telephony
The phone system that knows who is calling before you pick up.
Booking
Your availability online, and reminders that get people to show up.
Go further
What serves them most day to day
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.
DiscoverBrowser softphone
Your business phone in a tab — WebRTC calls, no hardware.
DiscoverBooking page
Your availability bookable online, in your colors, on your domain.
DiscoverAutomation workflows
A trigger, conditions, actions — across every hub at once.
DiscoverUse cases
Concrete situations
Services
Consultancy
22 consultants, 45 proposals a month, and nobody whose job is to chase.
Discover ManufacturingB2B distributor
4 branches, 12,000 references, 900 quotes a month — and a different price list for each customer.
Discover ManufacturingManufacturing SMB
40 staff, 180 quotes a month, and 62 days to get paid.
DiscoverFAQ
Frequently asked questions
Do we need a headset and an installation to make calls?
No. The phone is in the browser: a tab, a microphone, and the call goes out. Nothing to install, and desk phones still work if you prefer them.
Will my sales reps see each other's deals?
You decide. Separation is by workspace or by record owner, and management keeps the overall view.
We already use a quoting tool. Must we drop it?
Not necessarily. But as long as the quote lives elsewhere there is a re-keying — and that is where discrepancies between what is signed and what is invoiced come from.
How much data entry does a salesperson get back?
Calls are logged, transcribed and summarised on the record by themselves; emails and meetings attach too. What is left to type is what exists nowhere else — an impression, a piece of context.
How do follow-ups happen without thinking about them?
An unanswered quote fires its scenario: delay, message, reminder task, and an automatic stop the moment the customer replies. Chasing no longer depends on the memory of whoever sent it.
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.
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