CM ERP

Revenue Engine

Track CRM health, visualize every pipeline, and open opportunities directly from the operator view.

Active Pipelines

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Live Opportunities

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Renewal Alerts

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Pipelines

Structured deal boards

No CRM pipelines defined yet.

Add stages to your pipelines to unlock the Kanban.

Account 360

Client watchtower

Enter an account ID to surface projects, invoices, and health.

Renewals + expansions

Customer pulse

Renewal reminders will appear here.

Expansion watch

Log expansion opportunities to track them here.