What it does
From first contact to a delivered project
Sales pipeline
Capture leads, catch duplicates, assign reps and move deals across nine stages on a drag-and-drop board.
Calls & follow-ups
Click-to-call with Zoom Phone, automatic follow-up reminders and a colour-coded view of who needs attention.
Email trail
Every email with a client, from every company mailbox, grouped into one conversation on the lead’s page.
Project delivery
Won deals become projects with kickoff-to-reporting plans, tasks, mentions and sign-off.
Reports
Pipeline, team performance, lead sources, compliance and revenue by month, service and manager.
Role-based access
Each person sees only the leads and projects their role allows. Admin actions are audit-logged.
Your Google account
Why the CRM asks for Google access
It uses Google data only for the features listed here. It never sells it, never uses it for advertising, and never uses it to train AI models. You can disconnect any of it inside the CRM or in your Google account.
Read the privacy policySign in with Google
Name, email, profile
Confirms you are an approved AdsRole team member.
Gmail
Read and send
Shows the full email trail with each lead and sends or replies to leads from the CRM.
Google Calendar
Events
Lists your upcoming meetings and books Google Meet meetings with leads.
Google Drive
Only files the CRM creates or you pick
Keeps proposals, photos and documents attached to a lead.
Google Sheets
Administrators only
Keeps the company lead sheet in sync with the CRM.
Workspace directory
Administrators only, read-only
Switches off CRM access for staff who have left the company.