A CRM that bends to your process, not the other way round
Companies, contacts, deals, and a pipeline — plus custom entry templates and master lists, so you're not forcing your business into somebody else's fixed schema.
Add a field. Watch the CRM change.
Open the second tab and add 'Material grade' or 'Site visit done'. The deal form and the deals table pick it up immediately — no developer, no support ticket, no waiting for a release. That is the difference between a CRM you configure and one you conform to.
CRM
Sold separately · per user
Sample data from a fictional company. Nothing you do here is saved.
Companies & contacts
Your customer records living in the same workspace as your people.
Deals & pipeline
Stages and deal values on a board your team will actually keep current.
Custom templates
Define your own entry forms and fields rather than accepting a fixed layout.
Master lists
Maintain your own reference data and reuse it across every form.
Public feed API
An API-key feed so another system can read a master list you maintain here.
Activity log
Calls, notes, and follow-ups recorded against the deal they belong to.
Frequently asked questions
How is CRM priced?+
Per user, per month, the same as Punchly. It's the only other paid app — everything else in the workspace is free or bundled.
Do I need Punchly to use CRM?+
No. They're separate paid apps and you can subscribe to either on its own.
Ready to upgrade your workforce experience?
Start free with 5 credits per app. No credit card required. Cancel anytime.