Rename records
Most CRMs make your team translate their own business into someone else's words every day. Here you rename the records themselves — so the menu reads the way your team already talks.
- Rename anythingDeals, contacts, companies and items.
- It follows everywhereMenus, lists, reports and dialogs all update.
- Set onceOne change applies to the whole organisation.
Custom fields
Budget, configuration, possession timeline, where the enquiry came from. The things that decide a deal in your business are rarely the ones a CRM ships with.
- On every recordAdd what you need, wherever you need it.
- Grouped in sectionsRelated fields sit together instead of in one long column.
- Filter and report on themYour fields work as filters and report dimensions too.
- Stages, tags, task typesThe rest of your vocabulary is settings too.
Roles and permissions
A growing team stops being one room of people who share everything. Roles let you bring on juniors or partners without opening the whole book.
- Owner, admin, memberSet the role when you invite someone.
- Invite by emailManage everyone from one settings page.
- Deactivate cleanlySomeone leaves; their history stays.
- Support accessLet our team in only when you want help.
- Connect other softwareYour IT person can link up other tools from settings.
Frequently asked questions
Yes. Record types can be renamed for your organisation, and the new label follows through the menus, lists, detail pages and reports. Teams selling property often rename them to site visits, bookings or enquiries.
Related features
Deals & contacts
Deals on a board or a list, with contacts, companies, inventory and a shared activity trail behind each one.
Explore deals & contactsReports
See how the month is going at a glance, then click any number to open the deals behind it.
Explore reportsMobile
Install it on the home screen, get push notifications, and work the same pipeline from a site visit.
Explore mobile