Use case

CRM that keeps sales, service, and finance aligned

One customer record for chat threads, orders, jobs, and invoices—fewer arguments about which file is true when something goes wrong.

Where shared CRM pays off

Log next steps from calls, visits, or chat.

Multiple contacts per company with one balance.

Jobs and appointments on the same card.

1
Import cleanly
Dedupe customers before migration; agree on one ID per account.
2
Log next steps
Use shared notes after calls, visits, or chat threads.
3
Close loops
Tie follow-ups to invoices or jobs so nothing lives only in inboxes.

Is this a full marketing automation CRM?

It is operational CRM—tied to real orders and money—not bulk email blast software.

Can B2B accounts have many contacts?

Yes. Link multiple stakeholders to one company record when selling to teams.

Does CRM require WhatsApp?

No. Notes, orders, and invoices stand alone; messaging adds another channel when enabled.

Tell us your country, team size, and top pain—we will show the matching modules and a sane rollout order.