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CRM for freelancers and agencies — pipeline, deals, contacts, and revenue reporting
CRM application built for freelancers, agencies, and small sales teams, in a focused dark navy & orange 'ink pipeline' design. Opens straight into a Kanban pipeline of every deal by stage. Open a deal to move it between stages (Won and Lost close it), flag it hot, adjust its probability and log calls, emails and meetings to a team activity feed. Reports show win rate, a weighted pipeline forecast and the average time to close, counted from the deals you have won. An AI assistant drafts deal notes and next steps from the deal's own stage, value and probability. Multi-user with secure authentication and its own cloud database.