Every customer, every contact, every lead — in one place instead of eight tools.
Sales & CRM brings customers, contacts, and partners together in one system — with separate billing and site addresses, any number of contacts, and the complete order history right on the contact. New leads arrive automatically as an order, without anyone transferring them by hand.
One directory for customers, contacts, and partners
Customer CRM, individual contacts, and partner companies — tradespeople, suppliers — are their own, cleanly separated objects instead of one shared address list. Every contact carries a phone number, email, and role, and is linked to its customer — whoever is searching finds the right person without going through the order first.
- Companies and private customers with their own billing and site addresses.
- Full-text search across name, company, email, and phone, right in the contact list.
- Import and export contacts, for moving over from an existing list.
One view of every customer, every order included
Customer details show company, salutation, address, VAT ID, and company registration number at a glance, plus any number of contacts and every one of the customer's orders with status and creation date. One click on an order opens it directly — nobody pieces together a customer's history across eight lists.
- Every order a customer has in one table, with status, date, and a direct link.
- Add contacts right on the customer, without maintaining a separate record.
- Edit customer data without leaving the record.
Tradespeople, suppliers, and sales partners with their own history
Partner companies aren't a special case of the customer list — they're their own area: partner number, trade registration number, company name, address, country, type, and who acquired the partner, along with a registration date. A partner brings its own inquiries instead of disappearing into the same list as customers and prospects.
- Its own partner number and trade registration number per partner company.
- An acquired-by field, so it stays clear who built the partnership.
- Import and export partners, just like customers and contacts.
From an incoming lead to the conversion rate
New leads arrive automatically as an order via Connectors — a unified, DB-driven webhook receiver with IP allowlisting and rate limiting, whose listen mode wires up new lead providers without a code deploy. The lead funnel shows how many orders reach which status, where inquiries drop off, and how long a conversion takes on average.
- Conversion rate, drop-off rate, and average time per funnel stage.
- A funnel freely built from lead sources and milestones, savable as a template.
- Revenue, user activity, and lead-source statistics in the same dashboard.
