The whole client, on one record.
Client management software for small businesses. Your pipeline, contacts and everything that happened, in one place.
What you can do in CRM
- One timeline from every app: Notes, calls, messages, bookings, invoices and documents all show on the client’s record.
- Leads shared out fairly: Take turns, one person, or let the team claim them. Turns skip anyone on approved leave.
- A pipeline with your stages: Drag leads through stages you name, claim one with a tap and call from the card.
- Leads from wherever you find them: Import a spreadsheet, sync a Google Sheet, or connect your website form and Zapier.
Pacten AI in CRM
- Sales Coordinator: Keeps count of new leads, lists who is waiting, and tells you which ones went quiet.
- Never without your yes: Send a first message to a stranger.
How CRM connects
- Booking: A booking creates the contact, with their answers on the record.
- Delivery: Take them on, and the work links to the same record.
- Communications: Open a thread and the client’s record sits beside it.
- Contracts & Docs: Draft, sent, viewed and signed, on the client’s Docs tab.
Works with what you already use.
- Leads come in from: Google Sheets, Clay, Apollo, Outscraper, Zapier, Website form, Webhooks, Meta lead forms (coming soon).
- Your conversations and calendar: Gmail, Outlook, Google Calendar, Microsoft Teams, Slack.
Frequently asked questions
- Is this a full sales CRM?
- It’s built for small businesses that sell and then deliver: one pipeline with your own stages, owners, lead rules and a full client history. If you need email sequences or forecasting, a dedicated sales CRM will go further today.
- Can it send follow-ups for me?
- Sequences are planned for Q1 2027. Today, overdue follow-ups and quiet leads surface for you, and your Sales Coordinator can prepare reminders.
- Can I import my contacts?
- Yes. Upload a CSV or Excel file, or connect a Google Sheet. You match the columns and check the rows, up to 2,000 a run. If you’d rather we move it for you, migration is a scoped, priced service.
- What happens to duplicates?
- New leads are matched on email, then phone. Pacten names the match instead of adding a second record.
- Who sees which contacts?
- Admins see everyone. Others see their own and unassigned contacts.
- Is CRM on every plan?
- Yes. CRM is always on and never uses up one of your plan’s app choices.