A CRM for professional services firms that sells on trust.
Win engagements, send proposals, schedule reviews and invoice — a relationship-first system for firms that bill expertise, not products.
30-day free trial · No card required · Cancel any time
The usual headache.
Relationships need upkeep
Clients drift without reminders and history.
Bespoke proposals
Each engagement is tailored and proposals take time.
Billing your time
Admin must shrink, not grow.
Cheaper, simpler, all in one place.
Live in an afternoon
No onboarding fee, no required demo call, no admin to hire. Sign up, import a CSV and you’re working the same day.
One login, not six tabs
CRM, outreach, support, scheduling, forms and finance in one app — so nothing falls between the tools you used to stitch together.
Priced so it pays for itself
One flat plan from £39/mo with everything included — no per-feature add-ons and no surprise bill when you grow.
What you get on day one.
No add-ons to buy, no modules to unlock. The features that matter for professional services are in the box.
- A client timeline with notes and reminders
- Proposals and engagement terms with e-sign
- A booking page for reviews
- Invoices and a simple finance view
- Nurture sequences to stay top of mind
CRM for professional services — common questions.
Give it 30 days, free.
The whole platform, no credit card, no demo call. Set it up this afternoon and see for yourself.