Know who you know, and what you are selling

People and companies

The team shares one list of contacts and companies. Open a company to see its people, current deals and documents. You do not have to enter the same details twice.

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

The pipeline

See each deal by stage and value. Move it to the next stage as the work progresses, and the total updates 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

A business install wears your name and colours.

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

The CRM sits beside the other free apps. Any app you add later is free, or bought once and kept, never rented. Invoicing, Shipping and Support desk are on the roadmap, and each app gets its own page when it ships.

• Invoicing
• Shipping
• Support desk

Roadmap. Nothing here is for sale yet.