Contact management, pipeline tracking, and full relationship history for institutions and enterprises. Linked to Vault for invoicing and Tribe for staff contacts — no duplicating data across systems.
Billed annually · Growth tier from £1.70
Your business development team tracks deals in a shared spreadsheet nobody trusts. Follow-ups fall through the cracks. Nobody knows the last time anyone spoke to a prospect.
Organisations and individuals in one record. Staff contacts pulled from Tribe — no re-entry. Relationships between records mapped: contacts at an organisation, decision-makers on a deal.
Tag contacts by sector, source, stage, and custom attributes. Filter your contact base by any combination. Export segments for campaigns or outreach lists.
Fuzzy matching on name, email, and phone before a new contact is created. Merge duplicates with full history preservation — no lost interactions.
Kanban view of deals by stage. Drag to advance. Expected close dates and values visible at a glance. Filter by owner, sector, or deal size.
Different pipelines for different revenue streams — new business, renewals, grants, partnerships. Each with its own stages and probability weightings.
Weighted pipeline total by month, quarter, and year. Probability applied per stage. Scenario modelling: best case, expected, worst case — all from live pipeline data.
Every call, email, meeting, and note logged against the contact record. Timeline view shows the complete relationship history. Nothing falls through.
Schedule follow-up tasks from any record. Daily digest email of overdue and due-today tasks. Escalation alerts when a deal has had no activity for a configurable number of days.
BCC a Pulse address to auto-log outbound emails. Inbound email matching by sender address. Gmail and Outlook add-in support for one-click logging without leaving your inbox.
Stage conversion rates, average deal cycle length, win/loss reasons. Identify where deals stall and fix the process — not just the person.
Calls made, meetings held, deals closed per team member. Configurable dashboard — management sees the team, individuals see themselves and peers.
Closed-won deals sync to Vault as invoices. Revenue recognised and reconciled without manual re-entry. End-to-end from prospect to payment in one audit trail.