A COMPLETE CRM FOR SOLE TRADERS AND SMALL SALES TEAMS
Your whole sales day.One simple CRM.
Keep every lead, contact, deal, task and meeting in one clear daily view, so you always know what needs attention next.
14-day free trial · full Solo access · no card required
A complete CRM, built around your day
TasksMeetingsLeadsDealsContactsCalendar
Deals stall when the next action gets missed.
Sales Day keeps every task and follow-up connected to the right customer, due date and person, so nothing slips through the cracks.
See every task and follow-up in one place.
Plan tasks and meetings in one daily view.
Reschedule work without losing the reason or history.
Plans change. Tasks shouldn’t disappear.
Push moves a task to a better date while keeping its reason, history and customer context attached. Nothing disappears into another forgotten list.
Move work intentionally
Push a task to the right time instead of letting it drift.
Record why it moved
Capture the reason so the context is never lost.
Keep the next action visible
The task stays accountable and connected to the day.
Open Sales Day. Know what to do next.
Today and Diary bring your priorities, tasks, meetings and customer follow-ups into one clear view, so you can see what needs attention and act on it.
See today’s priorities first.
Keep tasks and meetings together.
Open the customer or deal context when you need it.
Keep ownership and next actions clear across the team.
- Assign and reassign next actions
- @mention teammates on any record
- Shared visibility for managers
Your sales plan and calendar, together.
- Connect Google Calendar or Microsoft Outlook
- One connected calendar provider per user
- Tasks and meetings alongside your diary
See what’s moving, and what’s being missed.
- Pipeline and forecast by stage
- Overdue and stale opportunities
- Push patterns and reasons
For people who win business by staying close to the customer.
Individual sellers
Plan the day, protect every follow-up and keep opportunities moving.
Account managers and founders
Keep customer commitments, meetings and next actions in one clear place.
Sales teams
Create clear ownership and give managers a shared view without constant chasing.
Multi-Workspace
One login. Every business kept separate.
Run different businesses, ventures or client bases without mixing their sales data. Each workspace has its own leads, contacts, accounts, deals, tasks and meetings.
Workspaces
Leads
Contacts
Deals
Tasks
Data stays within this workspace
Already using another CRM? We'll help you move your data across, free.
Full CRM capability. Straightforward pricing.
Choose Solo for one user or Team for shared working and collaboration. Start Solo with a 14-day trial, with no card required.
- 1 user
- Up to 10 private workspaces
- Unlimited records
- 1 Google or Outlook calendar
- Diary, Push, notes and meetings
- Email notifications included
- 2+ users
- Up to 10 private workspaces
- Shared working and collaboration
- Team visibility and management controls
- Unlimited records
- 1 Google or Outlook calendar per user
- Diary, Push, notes and meetings
- Email notifications included
- @mention teammates
Each paid Team member also receives Solo-level feature access, including up to 10 private workspaces, while their seat remains active.
Annual plans are charged upfront for the full year.
Need a tailored rollout, additional support or enterprise requirements? Contact Sales.
Common questions
Make every sales day count.
Start with a 14-day free trial. Full Solo access, no card required.