One platform from first prospect to first commission cheque. Modules pass work to each other automatically — so reps stop being the glue between tools, and you stop being the bottleneck for status updates.
30-day trial · no credit card · UK-hosted · GDPR-compliant by default
What you stop worrying about on day one
The same database, the same automations, the same source of truth — surfaced differently for the person who's looking at it. Nobody re-keys. Nobody asks "where are we on this deal?" twice.
Pipeline forecast, commission readiness, agent activity, compliance posture — five operating signals refreshed in real time, no spreadsheet stitch-up.
Agent leaderboards, activity feeds, sequence performance, capacity vs deal volume. See every gap before it costs you a renewal.
Statement OCR, AI-suggested rates, sequences that follow up so you don't have to. Quote in 3 minutes from a phone in the merchant's car park.
Each module is good on its own. Together they pass work to each other automatically — that's the difference between a CRM with a quoting bolt-on and an operating platform.
Behind every module: a WHEN/IF/THEN engine with cooldowns and circular-trigger guards, two-way CRM sync with Salesforce and Insightly, multi-acquirer boarding webhooks, mobile-first UI for agents on the move, and a compliance perimeter your operations team can forward to legal without an apology email.
WHEN/IF/THEN rules · stage-progression · auto-assign · email sequences · cooldowns · circular-trigger guards · full audit trail.
ExploreSalesforce · Insightly · Mailchimp · Companies House · BoldSign · Resend · Elavon · Worldpay · AIB · Service Logistics.
ExploreQuick-quote in 3 minutes. Statement upload from a phone camera. Today screen with mentions, tasks, sequences. Designed for the merchant car-park.
ExploreUK-hosted · GDPR export & erasure · PCI partner FDF · BoldSign chain-of-custody · encrypted credentials · full audit trail across every module.
ExploreSeven public calculators. Type in your team size, your average deal, your hourly rates. Decide for yourself whether the 30-day trial is worth your Tuesday afternoon.
Migration wizards for Salesforce Data Loader exports and Insightly ZIP bundles. Companies, contacts, leads, deals, tasks, attachments and custom fields preserved. Two-way sync available so you can trial in parallel before cutting over.
30 days. Full access. Your data ready on day one. Cancel inside the trial and nothing is charged.