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Full CRM Toolkit
Centralized profiles with full history — emails, calls, meetings, notes, and linked projects.
Drag-and-drop stages, probability tracking, and revenue forecasting.
Chronological log of every touchpoint with full client context.
Connect deals directly to active projects for seamless visibility.
Automated nudges for next steps and stale leads.
Track lifetime value, win rates, and project success per client.
Built-in CRM that actually works with your projects — stronger relationships, higher retention, more repeat work.