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CRM

A CRM for small businesses that fills itself.

Every enquiry from your site becomes a customer record on its own, with where the person came from and what happened next. Nobody copies details between inboxes and spreadsheets, and nobody has to remember who replied.

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What the CRM includes.

  • Form enquiries saved as contacts

    Every enquiry from your site’s forms is saved as a customer record the moment it arrives, on every plan, with nothing copied by hand.

  • Contact management

    Names, emails, phone numbers and an owner for each contact in one table, kept in the same workspace as the campaigns that brought them in.

  • Lead source tracking

    Each record keeps where the person came from, so an enquiry from an ad, a post or a search can be told apart at a glance.

  • Customer history

    What happened next is recorded on the customer, so anyone picking up the conversation can see where it stands before they reply.

  • Automated follow-up

    From Growth, a new enquiry sends its own confirmation, messages you, and has the follow-up already scheduled.

  • One inbox for enquiries

    Enquiries arrive in one inbox instead of scattered across email accounts, each linked to the customer record it created.

How it works.

  1. 01

    Connect your forms

    The forms on your site are wired to your customer records, so each submission creates a customer record the moment it arrives.

  2. 02

    Set up the follow-up

    On Growth, we build what happens after an enquiry: the confirmation, the message to you and the scheduled follow-up.

  3. 03

    Work from one list

    You see every contact, where they came from and what happened next in one place, and reply from there.

Questions before you start.

How much does the CRM cost?
There is no separate CRM subscription. Your customer records are part of the workspace on every plan, starting with Foundation, and automated follow-up is added from Growth. The monthly prices are on the plans page, with no annual contract and no setup fee.
What happens when someone fills in a form on my site?
On every plan, the enquiry is saved as a customer record with where the person came from. From Growth, a confirmation goes to them, a message comes to you, and the follow-up is scheduled, so a new enquiry never waits on someone remembering it.
Who owns the customer data?
You do. Your customer records are your data. If you cancel, we help you export them with the rest of your materials as part of a planned handover, and the website stays live for two months while it happens.
Do I need another CRM or a forms tool alongside it?
No. The forms on your site and the customer records sit in the same workspace, so enquiries land where you work instead of in a third-party tool that has to be kept in sync with the rest.

Let’s make your digital work compound.

Choose a time on Gabriel’s calendar. We’ll go through where you are today, what’s slowing growth, and what’s worth doing first, whether or not we work together.

Gabriel Espinheira

Gabriel Espinheira

Senior software engineer · English or Portuguese

A focused 30 minutes, not a sales pitch.

Book a 30-min call