CRM
A full sales pipeline — contacts, companies, deals, proposals, and contracts — with custom fields, saved views, activity timelines, and notification fan-out. All your customer data in one connected place.

Standard Equipment
Every capability this module ships with — nothing held back for a higher tier.
Why It Matters
What changes for a crew once this module goes live.
Never lose track of a lead or follow-up
See your entire sales pipeline at a glance
Build and send proposals without leaving the CRM
Connected to your email, website, and booking tools
Flight Plan
A clear, collaborative approach from start to finish.
Import existing contacts or add them as they come in from your website and booking pages.
Create deals, move them through pipeline stages via drag-and-drop, and attach notes and files.
Assemble branded proposals with line items and e-signature directly from the deal record.
Win deals, track revenue, and use saved views to focus on what needs attention.
Explore The Fleet
See how our modules work together to support your business.

Let's talk about how crm fits your mission.