CRM
Win more work without losing the thread.
Every lead, deal, client, and follow-up on one board. Sales stops living in inboxes and spreadsheets — and nothing goes cold because someone forgot to chase it.
A pipeline your team actually updates
Drag leads through New, Scheduled, In Progress, and Done. Owners, next actions, and expected revenue stay visible — so deals keep moving and follow-ups never slip.
More ways CRM works for you
Appointment scheduling
Book and manage client appointments right from the deal record.
Automated follow-ups
Trigger reminders and follow-up nudges so leads never go cold.
Quote to OMR invoice
Turn a won deal into an OMR invoice without re-keying a thing.
Deal-to-project handover
Won work flows straight into Projects with scope and owner intact.
Everything in CRM
Lead pipeline & stages
Client accounts & directory
Follow-up tasks & reminders
Appointment scheduling
Automated follow-ups
Quote to OMR invoice
Won-deal handover to Projects
Activity audit trail