Can two businesses share a contact without sharing everything else?

Yes. Organizations are isolated from each other by default, and what is shared between them is shared as an explicit fact rather than by giving one access to the other’s records.

Contacts and pipeline

Leads, customers, organizations and the relationships between them — with the history kept against the record rather than in somebody’s inbox.

Common questions

Is this a CRM?

Yes, but it is not only a CRM — the contacts live in the same database as scheduling, work, invoicing and messaging, so a deal becomes a job becomes an invoice without an integration in between. A standalone CRM holds the contact and hands everything downstream to another tool, which is where most of the re-typing in a small business comes from.

Can I import my existing contacts?

Yes, over the API, in bulk. Talk to us about the shape of what you have and we will tell you honestly whether it is an afternoon or a week before you commit to anything.

Not sure which parts you need?

Most people need about a third of this and are not sure which third — and nobody works that out from a list. Create a free account today and look around; it costs nothing and you do not have to talk to us first.