Features
Everything you need to manage customers
Core features are simple to learn and free in every workspace; add modules for advanced needs.
Core features
Included in every workspace, free, with no trial limit.
Companies & contacts
Customer data, no longer scattered
- The full picture on the company page
- Colored tags for quick sorting
- Find anything instantly
Deal pipeline
See where every deal stands
- Custom pipelines and stages
- Drag-and-drop board
- Deals linked to companies and contacts
Activities & tasks
Log every touchpoint, miss no follow-up
- Activity timeline
- Tasks and assignments
- Overview reminders
Custom fields & views
Shape it to fit your industry
- Nine custom field types
- Table view with inline editing
- Saved views
Team workspace & roles
Work as a team, with clear permissions
- Four roles
- Separate workspaces, your own URL
- Database-level isolation
Add-on modules
Turn on per workspace, billed monthly, cancel any time.
- NT$299/mo
Quotes
Create quotes from deals, get answers online
- A professional quote layout
- Customers view and reply online
- Attached to deals and customers
- NT$149/mo
Custom domain
Log in at your own domain
- DNS verification
- Automatic HTTPS
- Primary domain
- In development
LINE Official Account
Bring LINE customer chats into the CRM
- Connect your Official Account
- Chats matched to customers
- Notifications from the CRM
Try it yourself
Create a free workspace — trying it is the best way to see. Prefer a walkthrough? Book a live demo.