PRODUCT 08 / 10 · LIVE
a CRM shaped around your actual sales motion

stop forcing a specialist business into a generic pipeline.

A vertical CRM foundation designed to be configured around the stages, records, permissions and communication patterns of a specific business model. It keeps leads, accounts, opportunities and history connected without unnecessary generic complexity.

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Enterprise Vertical CRM workspacelive
Operational view

Pipeline tracking, lead management & automated communication history

Open pipeline£1.8m
Qualified leads184
Follow-ups due23
Forecast£620k
Workflow activity
01
Capture leadvalidated
done
02
Qualify & enrichautomated
done
03
Move through custom stagesassigned
done
04
Automate follow-upsynchronized
done
05
Forecast & closeaudited
live
System health
99healthy
Automationsactive
Audit trailon
Integrationssynced
replaceable UI concept
what it solves

one operating layer instead of fragmented handoffs.

A vertical CRM foundation designed to be configured around the stages, records, permissions and communication patterns of a specific business model. It keeps leads, accounts, opportunities and history connected without unnecessary generic complexity.

Best forSpecialist sales teams, B2B services, distributors, institutions and businesses with a repeatable but industry-specific commercial process.
product capabilities

built for the work behind the screen.

01

Configurable pipeline

Model stages, gates, probabilities and required actions around the way your team actually sells.

02

Lead & account records

Keep contacts, companies, opportunities and relevant vertical-specific data connected.

03

Communication history

Centralize notes, email events, calls and activity context against the customer record.

04

Task automation

Create follow-ups, reminders and stage-driven actions so opportunities do not depend on memory.

05

Role-based visibility

Control what teams, managers and departments can see or change across sensitive accounts.

06

Revenue reporting

Track pipeline value, aging, conversion and forecast signals using the dimensions that matter to your business.

workflow

from event to action, every step stays traceable.

Each implementation can adjust stages, permissions, data fields and automation rules around the client’s real operating model.

01Capture lead
02Qualify & enrich
03Move through custom stages
04Automate follow-up
05Forecast & close
deployment & pricing

start focused. expand without re-platforming.

Core provides a focused vertical pipeline, Growth adds deeper automation and reporting, and Enterprise supports complex teams, custom data models and integrations.

Core

Focused deployment

Essential product workflow, standard roles, implementation support and a clean path to add modules.

  • Core product modules
  • Standard onboarding
  • Role-based access
  • Operational reporting
Get Started
Growth

Automation + scale

For teams that need broader workflow depth, more automation, integrations and operational reporting.

  • Expanded modules
  • Advanced workflow rules
  • Integration options
  • Custom reports & permissions
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Enterprise

Complex operation

Tailored architecture for multi-location, high-volume or deeply integrated operating environments.

  • Custom workflow logic
  • Advanced integrations
  • Implementation planning
  • Ongoing optimization
Talk to Sales

Final pricing is scoped to users, locations, modules, transaction volume, integrations and customization. No private API keys or customer data are stored in this static demo.

Enterprise Vertical CRM

see the product against your real workflow.

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