Get Started in Minutes, Not Months
No complex implementation. No consultants required. Sign up, import your data, and you're ready to go.
Create Your Account
Sign up in under a minute with just your email address. No credit card required for your 30-day free trial.
- Enter your company name, name, email, and password
- Add your payment details (you won't be charged during the trial)
- Log in and start using your CRM straight away
Import Your Contacts
Bring your existing customer data with you. Send us a CSV export from your current system and we'll import it for you.
- Export your contacts to CSV from any system
- Email the file to us
- We'll map your columns and import your data
- You're ready to go with all your contacts in place
Tip: Starting fresh? You can skip this step and add contacts manually or through forms.
Set Up Your Pipeline
Customise your deal stages to match how your business actually works. Move opportunities through your sales process visually.
- Start with our default stages or create your own
- Add, rename, or reorder stages as needed
- Create your first deal and assign it to a contact
- Track progress as deals move through your pipeline
Connect Your Forms
Capture leads automatically from your website. Create forms, embed them, and watch contacts flow into your CRM.
- Create a form with our visual form builder
- Copy the embed code to your website
- New submissions create contacts automatically
- UTM parameters are captured for lead attribution
Send Your First Campaign
Reach your contacts with professional email campaigns. Create templates, build lists, and track results.
- Create an email template or write from scratch
- Build a marketing list from your contacts
- Personalise with merge fields
- Send and track opens and clicks
Invite Your Team
When you're ready, bring your team on board. Everyone works from the same source of truth.
- Send email invitations to team members
- Assign roles (admin or member)
- Team members see shared contacts and deals
- Activity is logged for visibility
What You Can Do From Day One
No waiting for features to be "unlocked" or consultants to configure things. Everything works immediately.
Manage Contacts
Store contact details, add notes, track history, and organise with tags.
Track Deals
Create deals, move them through your pipeline, and forecast revenue.
Send Campaigns
Create email templates, build lists, and send professional campaigns.
Capture Leads
Embed forms on your website and capture leads automatically.
Book Appointments
Share booking links and let clients schedule time with you.
Track Attribution
See which marketing channels are driving your leads and customers.
We Handle the Technical Work
This is not a hands-off, figure-it-out-yourself platform. We manage the complex configuration so you can focus on running your business.
- Forms: Build your own lead capture forms, or we can set them up and embed them on your website for you
- Workflows and automations: We configure and maintain these as your needs evolve
- Data migration: We import your existing contacts and map your fields correctly
- Your day-to-day: Updating contacts, logging notes, and moving deals is simple to do yourself, and that is how it should be
- No chatbots: Real person support during UK business hours
"Can you set up my enquiry form to capture leads automatically?"
Typical response: within a few hoursReady to Get Started?
Create your free account and see how easy it is.