Every conversation auto-links to a customer record — company, contacts and opportunities build themselves while your team just talks to customers. Same database as the chats. No re-keying, ever.
Simple by design — no rows of optional fields to fill in before you can work. The record exists because the customer exists.
| Opportunity | Stage | Value |
|---|---|---|
| Acme — annual plan | Negotiation | $12,000 |
| Northwind — upgrade | Proposal sent | $4,500 |
| Globex — pilot | Trial | $2,000 |
Companies and people live in the same database as the chats — no sync jobs, no duplicate records, no “which tool is right?”
Stages and expected value on a board you can drag. List and board views over the same data.
Every conversation, quote, order and payment lands on the record automatically. Open a customer, see everything.
Shape the structure to your trade with custom tables and the structure workbench — fields and views that match how you actually sell.
No required fields that stop you saving. Capture the deal first, enrich it whenever — simple by design.
Bring your existing data in through import or the API, and connect the tools you already run.
The record is the hub. These products act on it.
The concierge inbox — website, email, Telegram, WeChat, LINE, WhatsApp and Messenger in one queue, context docked.
Explore Chat →Turn the record into a quote, an order and an invoice — without re-keying a line.
Explore Mail →Harness reads your CRM and answers with sources — 15–24 credits an ask.
Explore AI →Onsites CRM is part of the free tier — the whole product, not a trial. $15/month from the 4th seat. Most CRMs charge this per user from day one; we don’t.
Start free in 15 seconds. Cloud or self-hosted — your call.