Standard package · on subscription

From first contact to approval. On one screen.

A CRM for smaller organisations without their own IT management: contacts, pipeline, calendar and quotes with online approval. You do the invoicing in your ERP or accounting package. You subscribe to the modules you use; we manage and update them.

Ask about a pilot See the example first

Four modulesOn one base with login, roles and audit log
In use ourselvesWe work with it every day
EU hostingTwo-step verification as standard
No management neededUpdates and backups are included

01 — Try the example

Modular

Switch a module on or off and see what happens to the screen.

Every module is a switch, not a new project. Click through the menu, open a contact or a quote, and add quotes as soon as you need them. The base is always there.

Example screen

CRM

Click through the menu on the left, open a contact, an appointment or a quote, and switch modules on or off. Everything you see is made up.

Base

3 of 4 modules active

Signed in as administrator · two-step verification on

Fictional example

Overview

Tuesday 22 September · week 39

6Contacts3 customers · 2 leads · 1 prospect

4Open in the pipeline2 at proposal stage

2Appointments today10:00 and 14:30

1Quote awaiting approvalQUO-0142 · sent 12 Sep

To do today

10:00 · IntroductionPhysio practice E · onlineMeeting
Call about planningLandscaper D · owner: SanneAction
Follow up quoteInstaller B · QUO-0142Today
14:30 · Discuss quoteInstaller B · on siteMeeting

Latest activity

09:12Meeting note dictated at Bakery A, structured by AI
yesterdayLandscaper D from suspect to lead
yesterdayQUO-0142 viewed by the customer
MonInvitation sent for Thu 14:30
MonSanne signed in with two-step verification

Contacts

6 contacts · sorted by last contact

Bakery ABakery with two shops · customer since March 2024

Customer

Contact person: Owner
Owner in CRM: Sanne
Debtor number: KL-1001 · payment term 14 days
Products: Ordering app · monthly maintenance

Latest meeting note · today 09:12

Discussed: third shop opens in November; the ordering app must handle multiple locations.

Agreed: proposal for the extension before 1 October; demo with the shop managers.

Dictated in 40 seconds, structured by AI on request. Only this note went to the model.

Actions

Send extension proposalSanne · before 1 OctOpen
Schedule demo for shop managersSanne · OctoberOpen
Annual reviewSanne · 15 SepDone

Pipeline

Drag or choose a stage · 6 contacts

Lead 2

Proposal 1

Customer 2

Lost 1

Landscaper DLead · owner Sanne · 3 days in this stage

Lead

Next action: Call about planning, today
Source: Referred by Bakery A
Expected step: Introduction on site, then a proposal

Calendar · week 39

21 to 25 September · everyone

Mon21

Tue22

Wed23

Thu24

Fri25

09:00

10:00

11:00

13:00

14:00

15:00

Introduction · Physio practice ETuesday 22 September · 10:00 to 10:45 · online

Today

Attendees: Mo, Sanne · practice manager
Invitation: Sent by email on Monday, accepted
Preparation: Enquiry via the website: reminders and intake forms

Quotes

4 this quarter · 1 awaiting approval

QUO-0142 · Installer BPlanning board for engineers · sent 12 Sep · valid until 12 Oct

Awaiting approval

Description	Quantity	Amount
Planning board, first version	1	€ 8,400
Time tracking integration	1	€ 2,800
Set-up and instruction	2 half-days	€ 1,200
Total excluding VAT		€ 12,400

History

12 SepSent by email to the planner, with PDF and approval link
21 SepViewed by the customer (2×)
—Awaiting online approval; discussion Thu 14:30

Online approval: the customer opens a link, sees the quote and signs without logging in. The CRM then sets the contact to Customer and passes the quote on to your ERP or accounting package. That is where you invoice.

Design principle: your contacts and contact persons are kept in your own environment, hosted in the European Union. AI helps only when you ask it to, for example to structure a dictated meeting note, and never sees more than that one note.

All names and figures in this example are made up.

Ask about a pilot

02 — What each module does

Base plus four modules

Enough for a small team. No more than you use.

The base handles who may log in and what has happened. Every module on top of it does one thing well and works together with the rest.

Base
Login, roles and audit log

Always included, even if you start with one module.
- Login with two-step verification
- Roles: administrator and staff member
- Audit log of who changed what and when
- You manage your team and company details yourself in the app
- Works on phone, tablet and computer
01
Contacts

Organisations, contact persons and everything that has happened with them, on one card.
- Customer stage from first contact to ambassador
- Actions with an owner and a date
- Dictate a meeting note; on request, AI turns it into a structured report
- Customer details for quotes in one place
02
Pipeline

See where the work is and what is being left behind.
- Kanban per stage, drag or select
- Per stage the number and the open actions
- Change the stage from the card or from the pipeline
- Lost and former customers kept separately, not deleted
03
Calendar

Plan appointments with the contact, together with the colleagues who are attending.
- Week and month view, plan by clicking in the calendar
- Attendees per appointment, filter per person
- Calendar invitation by email, including to the calendar on your phone
- Overdue and completed visible at a glance
04
Quotes

From template to signed approval without emailing back and forth.
- Templates per service, lines with totals and VAT
- PDF and sending by email from the CRM
- The customer approves online, without logging in
- Approval turns the contact into a customer
- After approval, on to your ERP or accounting package

03 — What we have already built

Anonymised

The components are already running.

Three systems this package is based on, without customer names. What is in use is in use; what is a design, we call a design.

Software company · our own CRM

From prospect to signed quote, for a team of three

The CRM we work with ourselves, since September 2026. It is the source for this package: every module above already exists there.
- Prospects, actions and dictated meeting notes
- Calendar with attendees and invitations by email
- Quotes with online approval
- Two-step verification required, audit log, hosting in the EU
In useEvery day, by the whole team
Horticulture · nursery with export customers

CRM on top of an existing ERP, for sixteen account managers

The ERP remained the source for orders and invoices; the CRM was added alongside it and reads along every minute. That way an account manager sees customer, orders, outstanding items and tasks on one screen.
- Order lines and invoices mirrored from the ERP
- Automatic task when a regular customer's pre-sale order is missing
- Reminders for outstanding items from a template
- Leads enriched with public company information, on leads only
In useWith management and further development
Business services · secondment

Clickable design to first determine what the system should do

Contacts, assignments, staff members and deployment per assignment, with fictional data. Adjusted together with the management in several rounds before a database was built.
- Contact card with assignments, contacts and documents
- Assignments with deployment per consultant
- Offer, award and deploy a staff member from one screen
- What turned out not to be needed was removed before it cost money
DesignClickable, with fictional data

We do not name customers on this site. In a conversation we show more, with the customer's permission.

04 — Principles

Set up in line with the GDPR

Your contacts are your capital. We act accordingly.

A CRM is full of personal data. These agreements apply to every package we offer on subscription and are set out in the data processing agreement.

Your data remains yours
You can take your data with you at any time. At the end of the subscription you receive it and we delete it.
Hosted in the European Union
Your environment runs on infrastructure within the EU, separated from that of other customers.
Two-step verification, always
Logging in without a second step is not possible. Roles determine who manages and who works.
Audit log
Every change can be traced: who, what, when. Only an administrator reads the audit log.
AI only on request
AI structures a meeting note when you click on it, and then sees only that note. No AI that reads your entire customer base.
Retention periods
You can anonymise or delete lost and former customers, per contact or in bulk, according to your own retention periods.

05 — Works together with

One base

The same users, permissions and audit log for every package.

Packages work together because they sit on the same base. And whatever does not quite fit, we build to measure alongside.

06 — Practical

Subscription, pilot and switching

What you get, and what you arrange in advance.

Subscription: Per month, per package and per module. Management, updates, backups and hosting are included. No server or administrator of your own is needed.
Pilot: You try the package with a small team and your own data. Then you decide whether to continue and with which modules.
Set-up: Together in a few half-days: your team, your customer stages, your quote templates and your company details. You import contacts from an Excel file or your current package.
Accounting: You do the invoicing in your ERP or accounting package. We pass signed quotes on to it through an integration.

Curious whether this CRM suits your organisation?

In a half-hour conversation we show you the system this package is based on, and discuss which modules you need.

Ask about a pilot

From first contact to approval. On one screen.

Switch a module on or off and see what happens to the screen.

Overview

To do today

Latest activity

Contacts

Latest meeting note · today 09:12

Actions

Actions

Actions

Pipeline

Calendar · week 39

Quotes

History

Enough for a small team. No more than you use.

Login, roles and audit log

Contacts

Pipeline

Calendar

Quotes

The components are already running.

From prospect to signed quote, for a team of three

CRM on top of an existing ERP, for sixteen account managers

Clickable design to first determine what the system should do

Your contacts are your capital. We act accordingly.

Your data remains yours

Hosted in the European Union

Two-step verification, always

Audit log

AI only on request

Retention periods

The same users, permissions and audit log for every package.

Time tracking

Machine dashboard

Custom work alongside

What you get, and what you arrange in advance.

Curious whether this CRM suits your organisation?