The CRM you shape
around your work

Define your own record types, fields and workflows in one flexible workspace — no consultant, no ticket, no waiting a quarter for a single field.

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Properties · 5 records

PropertyStageOwnerGuide price
12 Oakfield RoadViewingSG£465,000
8 Marlow CourtOfferMC£320,000
The Old DairyContractsEM£712,500
44 Bridge StreetEnquiryJP£289,000
2 Harbour ViewViewingSG£540,000

Bring structure to any kind of record

Turn any process into a record type in minutes

Create the records your work is actually made of — properties, candidates, contracts, patients — with the fields that belong on them. No developer, no consultant.

Properties · record type

  • BedroomsField
  • Square feetField

2 fields on this record type

12 Oakfield Road · activity

  • Sarah G.2h ago

    Survey came back clean — moving to contracts.

  • Michael C.1h ago

    @sarahcan you confirm the completion date?

  • Sarah G.12m ago

    Confirmed for the 14th. Added it to the record.

Know who's doing what, without asking

Comments, @mentions and an activity trail sit on the record itself, so the current state of the work is wherever the work is.

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Start simple. Stay flexible.

Take a starter template, rename what doesn’t fit, and add the fields your work actually needs. You can keep changing it afterwards without a migration.

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Start from a template

  • Contacts
  • Companies
  • Deals
  • Tasks

…or start from an empty record type.

Work your way, without splitting work across tools

Reports over the fields you invented

Filter, group and chart your own fields, save the views your team keeps asking for, and export any of it to CSV.

Properties · report

Group by
  • Enquiry18
  • Viewing31
  • Offer12
  • Contracts7

12 Oakfield Road · details

  • Vendor prefers a 6-week completion.
  • Chain free — confirmed with the agent.

Notes, files and tasks on the record itself

Attach the brief, add the subtasks, keep the notes where the record lives — instead of scattering them across a drive and an inbox.

Start shaping your CRM in an afternoon

Join the waitlist

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Properties · report

Group by
  • Enquiry18
  • Viewing31
  • Offer12
  • Contracts7