CRM & Relationships
Build deeper client connections with actionable intelligence.
Client account management
Maintain complete visibility over client hierarchies, subsidiaries, and key stakeholders in one unified view.
Candidate database with CV parsing
Instantly extract skills, experience, and contact details from uploaded CVs to build your talent pool.
Prospect pipeline tracking
Visualise your business development efforts with customizable Kanban boards for lead generation.
Activity timeline & logging
Automatically log calls, emails, and meetings to ensure no client interaction slips through the cracks.
Intelligence scoring
Leverage AI to score clients and candidates based on engagement, fit, and historical success rates.
Relationship mapping
Map out internal client structures to identify decision-makers and influencers within target accounts.
Communication history
A centralised inbox for all SMS, email, and LinkedIn communications linked directly to records.
Custom fields & record types
Tailor the CRM data structure to match your exact agency workflows and specialisms.
