CRM
The customer relationship, connected to the customer ledger.
A CRM that knows what the customer has actually been invoiced, what they have paid and what they still owe — because it reads the same records finance does.
- Category
- Commercial
- Status
- Planned
- Depends on
- 1
- Connectors
- 4
What it does
CRM, in practice
The parts that matter day to day, not a feature matrix.
Illustrative product screen — sample data, not a measured result.
Works with
CRM needs the ledger underneath it
Modules write through one engine, so what this one needs is a dependency rather than an integration project.
Often switched on together
- In developmentExplore
Customers
One customer record, whichever part of the business is looking.
- PlannedExplore
Deals
Pipeline with the numbers a finance team would recognise.
- PlannedExplore
Sales
Quotes and orders that become invoices without re-keying.
- PlannedExplore
Contracts
Terms, renewals and what they commit you to.
Industries
Where this does the most work
Problems it removes
What people come to us with
Connects to
Connect what you already use
Connector status is stated honestly. Only file import and export are live today; the rest are planned or built on request.
Commercial
CRM is on the way. Tell us how you would use it.
What gets built next is decided by the businesses that need it. That conversation is how a module moves up the list.