Sales & customers

CRM & customers

Everything you know about a customer, in one place.

One record per customer with contacts, history, proposals, invoices and tickets. Stop digging through emails, notebooks and spreadsheets: open it and it is all there.

See which plan includes it → Talk to a consultant

Included from IG One Base · 29,00 €/mo

What it solves

Scattered information

Tax details, payment terms, tags and notes in one place, visible to the whole team.

Customers going cold

See at a glance who has been quiet for months and who has invoices waiting to be chased.

Slow customer onboarding

Import your book of business from a CSV and start the same day.

What it includes

Customer recordTax details, industry, payment method, tags and notes.
Contact peopleMultiple contacts per customer with role, email and phone.
Prospects & pipelineOpportunities on a kanban board, from first touch to close.
Filters & searchBy status, industry or city, with keyboard shortcuts to move fast.
Portfolio metricsActive customers, dormant ones to reactivate and open invoices, at a glance.
CSV importBulk upload with data validation before saving.