CRM · Business
From first call to paid invoice.
CRM helps independent service businesses win clients, send quotes, get paid and follow up — all from the iPhone.
In development for iPhone- 01Pipeline clients, deals and the next step.
- 02Quotes as PDF ready to share in seconds.
- 03Tasks and calendar with focus timer and reminders.
- 04Your connections WhatsApp, AI and payments only if you turn them on.
Good morning
Pipeline
Open$18,400
Won$9,250
Proposal
Northwind Café · Website$3,200
Lumen Dental · App$6,800
Won
Bayside Studio · Retainer$1,250
68% of monthly goal
Quote Q-1042
Lumen Dental
App redesign
Design$2,400
iOS development$3,900
Testing$500
Total$6,800
PDF ready to sharePDF
Today
Agenda
09:30 · Call with Northwind☎︎
11:00 · Send quote!
15:00 · Focus: design25:00
Tasks5/8
Focus2 h 10
Illustrative interface with sample data.