Native CRM module

The CRM is inside the platform, not next to it.

A lead captured by a form, a call or a campaign goes straight into your pipeline. No connector to maintain, no export to paste back, and the same contact serves the website, the emails and the phone line.

Try it free See a demo

Prospects and customers kept apartHosted in FranceFree import and export

CRM · Sales pipeline

New 12

Camille Roux Quote form · 2 h

Atelier Bertin Inbound call · yesterday

Marc Delaunay Autumn campaign

Qualified 7

Nogaro Ltd Score 82 · follow up D+2

Studio Lune Quote sent

Won 4

AF3D Gironde EUR 3,900 · signed

Vidal Practice EUR 1,250 · signed

What the module covers

From capture to signature, without leaving the console.

The CRM holds the platform's customer data. The other modules read and write it, which removes the second base to keep up to date.

Visual pipeline Your stages, your amounts, your probabilities. Move a card and the forecast follows, so nothing is lost between two follow ups.

Prospects and customers The two bases are separate and linked by an explicit transition, so a campaign never goes out to the wrong audience.

Forms Multi step, conditional fields, file uploads. Placed on your site or a landing page, they write straight into the pipeline.

Segments and scoring Segmentation rules that recompute themselves, and a score that surfaces the contacts ready to be called back.

Import and export File import with column mapping, an undo for a bad run, and a full export whenever you want it.

External CRMs HubSpot, Pipedrive, Sellsy and others sync when you keep one, without forcing a migration.

The form on your website fills the pipeline.

A form placed on a site page or a landing writes into the CRM within the second. The contact arrives with its source, its entry page and its answers, and the follow up can go out with nothing retyped.

CRM · Quote form answers

Camille Roux Pest control · house · Bordeaux New

Atelier Bertin Bed bugs · commercial unit Qualified

05 56 ** ** 03 Call qualified by Margot New

Marc Delaunay Autumn campaign · clicked twice

Every contact keeps its full thread.

Forms, calls, emails, stage changes and notes stack on the same record. You know when the last contact happened, and the agent doing the follow up knows it too.

CRM · Camille Roux

Inbound call, 2 min 14 Appointment set for 12 September Today

Quote sent Opened 3 times Opened

Quote form House 110 sqm, urgent job

Became a customer Quote signed, EUR 3,900 Won

A segment becomes a campaign, not an export.

You describe an audience with rules, it recomputes on its own, and the campaign runs on it. No intermediate file, so no stale list sent three weeks later.

CRM · Segments

Quotes unanswered for 4 days 412 contacts Recomputed

Customers over EUR 2,000 87 contacts

Prospects from the blog 1,240 contacts

Follow up campaign Written by Lisa, waiting for approval To approve

Want to see the pipeline for real? Leave your email and we send you a 6 minute demo of the pipeline, the forms and the segments.

One email, no marketing sequence behind it.

What it replaces

One CRM subscription less, and one retyping less.

The module covers what most teams assemble with three tools and a spreadsheet.

An entry level CRM Pipeline, records and tasks are included in the platform.

A form tool Forms are native and write into the pipeline.

A shared spreadsheet One base, updated by the modules that read it.

A connector to maintain Nothing to sync between site and CRM: it is the same base.

The modules that plug into it

Marketing Campaigns and landings run on your segments. Open Telephony A qualified call creates the record and the pipeline stage. Open Built-in CMS The forms placed in your pages feed the CRM. Open

All modules

Questions

What people ask about the CRM.

I am keeping HubSpot. Does it still work? Yes. The external CRM connects and leads sync both ways. You can also use only the native CRM, with no connector at all.

Can I import my existing contacts? Yes. The import reads your file, you map the columns, and a bad run is undone without leaving duplicates behind.

Is a contact without an email accepted? Yes. A lead from a phone call may only have a number. Matching also works on the phone and on the source identifier.

Where is the data hosted? In France, with our European host. A full export is available at any time from the console.

Contact

Let's talk about your project.

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Ready to capture

Your next leads in a real pipeline.

Create your workspace, place a form on your site, and watch the first contact land. No credit card.

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