No-code customisation

A CRM that fits the way you work

You set up your own fields, forms, views, roles and menus. You own your setup and never pay consultant hours for a new field.

Your own fields

Text, numbers, dates, option lists and calculated fields on the tables you use.

Forms

Choose which fields appear, in which order and in which sections.

Views

Columns, sorting and filters on the lists, so each list shows what you need.

Roles and menus

Each role can have its own menu with the areas it needs.

A change applies straight away

Customisation happens in the system itself, so a new field or a changed form applies to every user as soon as it is saved. You choose which areas, tables and fields to use, and the rest can be hidden.

  • Add, rename or hide fields
  • Rearrange the form by dragging fields into place
  • Your own option lists
  • Workflows that react to events or run on a schedule, and for example send emails or create activities

When the standard is not enough

What cannot be done with fields, forms and workflows can be built for you in an environment of your own. That needs a platform fee on top of the licence, and the customisation itself is billed by the hour.

See Tailormade on the pricing page →

Try adding your first field

Start a trial and see how little it takes. Or book a walkthrough of the setup.

Rejoining the server...

Rejoin failed... trying again in seconds.

Failed to rejoin.
Please retry or reload the page.

The session has been paused by the server.

Failed to resume the session.
Please retry or reload the page.