Keep every conversation moving.
Customer history, assigned enquiries, and timely follow-ups help your team stay on the same page.
From the first enquiry to the final payment, keep your customers, quotes, and profit in one connected workspace.
No card needed to start · Your own private workspace
A simple workflow for the everyday decisions that move your business forward.
Customer history, assigned enquiries, and timely follow-ups help your team stay on the same page.
Build invoices directly or convert an accepted quotation. Download PDFs, track payments, and keep costs and profit in view.
Choose your business currency and quote in your customers’ currencies. Reports keep each currency separate and clear.
Try your chosen plan free for 14 days. Manage your subscription securely with Stripe.
Start your trial without a card. Subscription prices are shown when available.
Choose a paid plan to keep creating and editing records. If your trial ends without an active subscription, your existing records remain available to view and export.
Yes. Set a default business currency and choose a currency for each enquiry or quote. Invoices, payments, and costs use the invoice currency. Reports show one currency at a time; amounts are never combined using an assumed exchange rate.
Yes. Your owner account can add team accounts within your plan’s limits. Each client business has a separate workspace with its own records and subscription.
When subscriptions are available, owners can open the Stripe billing portal from Subscription to manage their plan, payment details, and cancellation.
The platform administrator can view registered account profiles, approximate active time and frequently used services to understand usage and application performance. Active time is measured while the app is visible, focused and recently used. Daily usage summaries are retained for 90 days.
Usage analytics exclude passwords, session tokens and the contents of your business records. Your business workspace remains separate from other customers.