General business blueprint

A clean, flat-priced CRM for any small business.

Any business that needs accounts, contacts, tasks and a sales pipeline without industry-specific extras. Start neutral, then stack an industry blueprint on top whenever you want one.

Sound familiar?

01

Five tools for one workflow

CRM, invoicing, support and marketing each in their own app with their own bill.

02

Per-seat pricing punishes growth

Every new hire adds several subscriptions before they add any revenue.

03

Data silos hide the truth

The real status of a customer is split across systems that do not talk.

The General business blueprint

What installs when you pick General business.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Lead Pipeline

  1. 1New
  2. 2Contacted
  3. 3Qualified
  4. 4Proposal

Custom fields on top of the standard ones

FieldType
Lead Sourcedropdown
Lead Scorenumber
Budgetcurrency
Decision Timeframedropdown
Next Follow-Up Datedate
Annual Contract Valuecurrency

Records it adds extra record types beside contacts, deals and jobs

  • Service Agreements
  • Sites / Locations
  • Renewal / Compliance Items

Built for how general business actually works.

  • A full sales CRM with pipelines, lead scoring and BANT tracking
  • Quotes, invoices and recurring billing out of the box
  • Support tickets and the comms hub included, not sold as add-ons
  • Start neutral and stack an industry blueprint whenever you need one

Blueprints stack. Run General business alongside any other blueprint in the same workspace, and switch later without losing records.

Your general business workspace, live in about two minutes.

Pick the General business blueprint during signup and start the 21-day free trial. No card needed to look around.