Clients & companies

All client information in one place: contacts, companies, categories, legal details and bank accounts. A client card is created right from the deal: no double entry.

Contact cards

Full name, multiple communication channels with comments, category and notes. Everything a manager needs for a personal approach.

Companies with details

Legal information, addresses, bank accounts, employee count and annual turnover: a complete profile for deals and documents.

Client categories

Segment your base with custom categories: VIP, partners, distributors. Build reports and plans per segment.

Business activities

Classify companies by industry: a ready-made directory plus your own activity types.

Create from a deal

Clients and companies are created right when placing an order. Managers never switch between sections.

UTM & history

Source tags on companies and a full interaction history: from the first touch to the last invoice.

10 contact channels

Phone, email, WhatsApp, Telegram, Viber, Instagram, Facebook, VKontakte, Max and WeChat in the client card.

Duplicate check

When a contact is created, the CRM warns if a client with the same phone or email already exists.

Import and export

CSV and vCard import of up to 5,000 rows, for example from Gmail or Outlook, and database export to CSV.

Other capabilities

All features

Ready to sell more?

Leave a request: our specialist will contact you within 15 minutes and help configure the CRM for your business.