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CRM for founders

A simple CRM for founder-led sales

Keep contacts, deals, meetings, notes, tasks and follow-ups organised in one daily workflow, so sales stays clear while you run the rest of the business.

When selling is only one part of your day

Founders move between sales and the rest of the business. Without a clear workflow, customer details, follow-ups and opportunities can quickly become harder to manage.

Too many moving parts

Contacts, meetings, notes and deals can become difficult to keep clear alongside the rest of the business.

Follow-up must stay visible

Turn promises and next actions into clear tasks and follow-ups instead of relying on memory.

Sales needs a daily rhythm

Keep the work that needs attention visible so you can return to sales with a clear next action.

Build a repeatable founder-led sales workflow

1

Keep the details clear

Organise contacts, accounts and notes around the sales work already in progress.

2

Plan the next action

Use tasks, meetings and follow-ups to make what happens next clear.

3

Keep deals moving

Bring deals and daily priorities into one workflow so opportunities continue to receive attention.

Start without adding another big decision

Solo has a 14-day free trial, with full Solo access and no card required. Choose the plan that fits before the trial ends, or your workspace becomes read only until you do.

Start 14-day trial

Your 14-day free trial starts automatically when you sign up.

Full Solo access included

Every feature is available during the trial, no separate activation step.

No card required

Get started without entering payment-card details.

A clear sales system to return to between everything else

Sales Day brings contacts, notes, meetings, deals, tasks and follow-ups into one daily workflow, helping founder-led sales remain structured without making sales administration the whole job.

Self-employed or a sole trader rather than running a wider founder-led team? See Sales Day for self-employed & sole traders.

Frequently asked questions

Give founder-led sales a clear daily rhythm

Solo has a 14-day free trial, with full Solo access and no card required. View pricing when you are ready to choose a plan.