Contacts & companies.
Deduped, mergeable, filterable. The relationship, not just the row.
CRM
A book of business that follows through on its own.
Contacts, companies, deals, and activities in one place - with AI that scores the pipeline, flags overdue follow-ups, and turns a dropped PDF into a clean contact.
What's inside
The relationship, the pipeline, and the follow-through
Deals.
Kanban or table across pipelines; drag to advance a stage.
Activities.
Tasks, calls, and meetings with overdue vs upcoming separated so nothing slips.
Smart Import.
Drop a PDF - referral, application, business card scan - and Hanna extracts name, email, phone, and company for review.
Lead capture & bulk import.
Web-form capture with auto-routing, plus CSV import with a mapping wizard.
CRM Advisor (AI).
Ask "who's my warmest deal this week?" or "who's gone quiet?" and get the answer from your own pipeline.