Know who you know, and what you are selling

People and companies

Every contact and every company sits in one place the team shares. Open a company and you see the people at it, the deal in progress and the papers about them. Nothing is typed twice.

• Contacts and companies in one shared list
• Search by name or company from anywhere
• Everyone connected sees the same record

The pipeline

The work you are selling, laid out by stage, with what each piece is worth. Move a deal along as it progresses and the total moves with it.

• Deals by stage: new, in talks, won
• A value on every deal
• Drag a deal to the next stage

Follow-ups stay with the person

Notes and reminders live next to the person they belong to, so the next call starts from what was said last time.

• Add a note from the person’s page
• What to do next, kept with the contact

Works with the other apps

The CRM shares its records with the rest of Cashel. A quote in Documents, a message in Mail and a site visit in Calendar all open the same person.

• Open a contact’s papers in Documents
• See their mail in Mail
• Their appointments in Calendar

Your name, your colours

On a business install the app carries your brand, not ours.

No internet needed for the day’s work

The Core works without a connection. Your office network carries the sync between machines when you have one; the marketplace and AI need the internet.

It costs nothing

The CRM is free. No licence and no seat rent, for any number of people.

After the CRM

Each later app is bought once and kept, never rented. Invoicing, shipping and a support desk are on the road. A name goes on this page only when that app ships.

• Invoicing
• Shipping
• Support desk

Roadmap. A name appears here when that app ships.