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CRM

Fiche prospect 360, RBAC 5 rôles, knowledge base.

One page per contact. Everything you know, everything you said, everything they paid. Lifecycle pipeline, call transcripts, notes, knowledge base.

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Free plan. 60 seconds. No CC required.

What it does for you

  • The CRM keeps all your contacts in one place: prospects, webinar signups, clients. Each contact moves through your pipeline, from first touch to loyal client. You see their tags, where they came from and their member access if they have one.
  • The 360 page shows in one view: bookings, Inbox conversations, call transcripts, audits, Counsel transactions, Studio drafts mentioning the contact, notes, captured objections.
  • You can annotate, tag, move along the pipeline, kick off an audit, a closing or a sequence. Five roles control what each team member sees.

How it works

360 page

Everything about a contact in one scroll. No tab switching.

  • Identity and contact details (enriched from LinkedIn when possible)
  • Past and upcoming bookings
  • Linked Inbox threads
  • Recorded calls with summary and transcript
  • Strategic audits done
  • Counsel invoices and payments
  • Freeform notes and tagged objections

Customer lifecycle stages

Seven default stages that you adapt to your business. Every move from one stage to the next is dated with who made it.

Five team roles

Owner, admin, manager, sales, viewer. Each person only sees what their role allows. The protection applies to the data itself, on top of the screen.

Knowledge base

A mini knowledge base per contact. Drop their preferences, constraints, behavior signatures. The Inbox agent reads it.

Activity timeline

Cross-module chronology of every interaction. Filter by type, author, period.

Tracked links

When a contact clicks one of your tracked links, the visit is tied to them. The pages they view are added to their file.

Connected to

inboxChaque thread Inbox est rattaché à un contactbookingChaque booking crée ou met à jour un contactcounselLes transactions sont visibles sur la fiche 360studioStudio peut cibler un contact avec un message personnalisé

Try CRM in Freelance OS.

Free plan, no card. Test the module in real conditions.

Create my workspace

Free plan. 60 seconds. No CC required.