FREE CRM

FREE CRM · PUBLIC PRODUCT TOUR

Make it your kind of work.

Explore a fictional workspace. Try the workflows. See where each path leads.

Synthetic data only
No sign-in or API key
Personal profile

Remember people. Keep your promises.

A simple path through relationships, everyday work, and your own notes.

Single-owner workspace available. Knowledge and adaptive tools are opt-in and remain under your control.

Relationships

See what needs your attention.

One fictional studio, from a first introduction to a completed project. Follow the work without losing the relationship.

Available in source
Contacts22 initial + conversions/imports
Open pipeline$42,8003 fictional opportunities
Payments recorded$0Changes with the invoice demo
Open tasks21 open support ticket

Close the loop with Mosaic Coffee.

Avery’s project connects a $4,800 opportunity, an agreed scope, a delivery question, and a Friday follow-up.

Try a complete business journey

  1. 01Convert Riley’s introduction
  2. 02Move a deal and issue an invoice
  3. 03Record payment and review the report
Explore freely. Demo actions stay in this page and reset when you reload.
Try this walkthrough
  1. Review the open relationships and pipeline.
  2. Open a person to see the work around them.
  3. Follow a guided path or explore any feature.
What this area covers

Dashboard · Relationship context · Next steps

Connected work
1 / 6 path areas visited

Fictional studio · nothing is saved. No customer records, provider calls, uploads, or real payments. Reset clears every demo change.