CRM · Available now
A CRM that runs on the same data your team already works in.
Contacts, companies, and pipeline sit next to your projects, documents, and approvals — one workspace, one identity, one audit ledger. No import scripts, no duplicate accounts, no lock-in.
Transparent GBP pricing · Cancel any time · UK & EU data residency
New
12 deals
£48k
Qualified
7 deals
£63k
Proposal
4 deals
£95k
Why teams switch
Most CRMs live in a silo of their own.
Your sales notes are in one tool, delivery projects in another, renewals in a spreadsheet. Every handoff is a copy-paste — and every export is a data leak waiting to happen.
Manual handoffs
Sales-to-success handoffs happen over email and shared docs.
Fragmented data
Contact records in CRM don't match the ones in support or billing.
Slow customization
Custom fields, pipelines, and views need admin certifications.
Escalating cost
Per-seat pricing punishes teams for including delivery staff.
Architecture
One data model. Four working layers.
The CRM module sits on the same workspace, identity, and permission model as everything else in StackswiseSoft. That's why sales and delivery teams see the same truth.
Data
Contacts, companies, deals, and activity — governed by workspace RLS.
Workflow
Configurable pipelines, stages, probabilities, and stage-change audit.
Intelligence
Reuse AI Writing to draft outreach, summarize threads, and enrich notes.
Applications
CRM plugs into Artifacts, Approvals, and the Activity Ledger natively.
Capabilities
Grouped by outcome, not by tab.
Automate
Move deals through your own stages, not a vendor's template.
- Configurable pipelines, stages, and win probabilities
- Automatic status derivation (open / won / lost) on stage change
- Every stage change written to the activity ledger with actor + timestamp
- Structured comments (question, blocker, suggestion) inherited from Artifacts
Understand
Pipeline value and won revenue calculated live from the source of truth.
- Live pipeline value and won-revenue KPIs per workspace
- Deal count and value totals per stage on the kanban board
- Recent-activity feed across contacts, companies, and deals
- Export any list to CSV — no scheduled batch jobs
Engage
One record for the customer, from first touch to renewal.
- Contacts, companies, and deals linked to the same account
- Timeline of calls, emails, meetings, tasks, and notes per contact
- Owner assignment, tagging, and stage-specific probabilities
- Draft outreach with AI Writing without leaving the record
Scale
Governance built in — not a paid tier.
- Row-level security scoped by workspace and role
- Immutable activity log for audit and compliance conversations
- Typed server functions and REST access for custom workflows
- Runs on the same identity and billing as every other module
≤ 30 min
to set up your first pipeline and import contacts
1 workspace
shared across sales, delivery, and support
£15 / seat
starting price, transparent GBP, monthly billing
0 hidden fees
no API charges, no data-export tax, cancel any time
Where we're different
Enterprise-grade posture. Small-team pricing.
| Concern | Legacy enterprise CRM | StackswiseSoft CRM |
|---|---|---|
| Pricing | Quote-based, 12-month lock-in | Public GBP tiers from £15/seat/month |
| Time-to-value | Weeks with a partner | Same day — pipeline seeded on first visit |
| Data model | Isolated from ops tools | Shared workspace with Projects, Docs, Artifacts |
| Extensibility | Certified admins & Apex-style code | Server functions + REST API + typed SDK |
| Governance | Add-on module | Included: RLS, roles, activity ledger, exports |
Trust layer
Security you can hand to procurement.
Every CRM record is protected by row-level security tied to workspace roles. Every mutation lands in an immutable activity ledger.
Read the security pageRow-level security
Workspace membership + role enforced in the database, not the app.
Roles & permissions
Owner, Admin, Contributor, Reviewer, Viewer, Guest — mapped to CRUD.
Activity ledger
Every stage change, note, and delete is logged with actor and timestamp.
Fast, boring stack
Postgres + typed server functions. No custom DSL to learn.
Try the CRM in your own workspace — free for 14 days.
Your account already includes it. Sign up, invite your team, and you'll have a working pipeline in under 30 minutes.