CRM infrastructure shaped around your business
CrannedCranned

Blueprint

Professional services

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For consultancies, accountants and advisors — track enquiries through scoping, proposal and engagement, with value fields and stale-deal nudges.

Start with this blueprint

14-day free trial. Your AI agent can change anything afterwards.

Pipeline

1. Enquiry2. Scoping3. Proposal4. Engaged5. In delivery6. Complete

6 fields

  • Client
  • Contact
  • Service
  • Scope
  • Target start
  • Fee

Quick actions

  • New enquiry
  • Scope engagement
  • Issue proposal

Reports and lists

  • Needs attention
  • New this week
  • Unassigned
  • 2 automation rules

Your process. Your CRM.

Build the CRM your business actually needs.

One cost to build. A smaller cost for every person who uses it.

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