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Customer history and sales opportunities connected with quotes and commercial documents

Session-specific client workflows with manual control over individual steps

UK app banking with salary sorting and dedicated bill Pots

Social publishing, keyword monitoring and an inbox for brand teams

Deliver branded client dashboards and multi-page marketing reports.

Bring client projects, proposals, bookings, and business workflows into one branded workspace.

App-based UK current accounts with linked savings goals

CRM joining opportunity forecasts with customer service and optional commercial operations

Bring client marketing data into scheduled reports and branded dashboards.

Shared customer history, sales pipelines, and follow-up tasks for growing teams

A UK business account with invoices, money pots and admin tools

Lead capture, audience segments and email follow-up in one platform

Recurring social publishing with workspace roles and client approvals

Sales opportunities that carry their records and tasks into post-sale projects

SaaS lifecycle email using users, companies and membership data

Small-business contact management with daily follow-up reminders

Visual social scheduling with media libraries and profile-based allowances

Email and SMS workflows triggered by subscriptions, purchases, and customer activity

Customisable sales records with inbox sync, no-reply reminders, and workflow rules

Custom sales stages, weighted forecasting, and connected email

Prefilled online forms with logic and group approvals

Sales proposals with reusable content, interactive pricing, and conditional send approval

Analyze returns from imported investment histories

Field-sales account routes with saved itineraries and activity logging