Sales & Customers

Modern CRM

Close more deals

Track leads, deals, accounts and contacts in one unified pipeline, with real-time revenue forecasts and zero data silos between sales and the rest of the business.

Included in every plan, with nothing extra to buy
Shares one set of records with every other module
Your data kept apart from every other customer

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What's included

What you can do with Modern CRM

Above: deals on a drag-and-drop pipeline.

Lead-to-deal pipeline with stage tracking
Account and contact management
Task and activity logging per deal
Real-time forecasts and win-rate analytics
Team performance dashboards
Lead source tracking across social, referral and cold outreach

Works with

Connected, not another silo

Won deals flow straight into Customers & Vendors and Invoicing, so sales can hand off a closed account without re-typing a single contact detail.

Sales Orders Customers & Vendors Subscriptions Rental Marketing Web Forms

Pipeline value, win rate and lead sources

Try Modern CRM on your own data

Every module, one price per user. 14 days free. No credit card required.

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