One workspace for the entire client journey.

Drag deals across custom stages, track values and spot stalled opportunities instantly.

Keep contacts, companies, notes, emails, files, meetings and activity in one timeline.

Add useful public business context, company summaries and relevant background to client records.

See engagement, inactivity, risk and relationship health without digging through old notes.

Use Command + K to find clients, organisations, projects, invoices, pages and actions in seconds.

Create projects linked to clients and deals, assign tasks, set deadlines and track progress.

Reuse proven project structures and launch delivery faster after a deal closes.

Create a project from a template automatically when an opportunity is marked won.

Share projects, progress, invoices and files through a private link with no client login required.

See what changed across clients, deals, projects and invoices from one live activity feed.

Find connected meetings and bring the right meeting context into the CRM.

Upload TXT, VTT and SRT transcripts and keep them organised in one searchable place.

Generate concise summaries, decisions, sentiment, risks, next steps and assigned actions.

Attach meeting insights to the correct client, deal or organisation automatically.

Track consent, review transcripts and delete meeting data when needed.

Create personalised follow-ups, check-ins and outreach using the full client history.

Prepare for meetings with key context, priorities, recent activity and suggested talking points.

Ask what to do next and receive specific guidance based on the opportunity and relationship history.

Ask questions about pipeline, revenue, clients, risks, activity and performance in natural language.

Describe a conversation and turn it into structured notes, tasks and next steps.

Create proposals, share them through a client link and track their status.

Let clients review and accept proposals online from a simple public page.

Create polished invoices and supported structured e-invoice formats directly from the CRM.

Add online payment links and keep payment status connected to the invoice.

Track subscriptions, monthly recurring revenue, annual run rate and collections.

Connect email accounts and keep client conversations attached to the correct records.

Write, review and send emails directly from clients, organisations and workflow actions.

Use reusable templates for outreach, follow-up, meetings, invoices and closing.

Create booking links, email them to clients and manage scheduled meetings inside the CRM.

Add meetings and events to connected calendars without duplicate entry.

Trigger notes, email drafts, invoice drafts, reminders, calendar actions and Slack messages together.

Review completed, failed and review-required actions with clear execution summaries.

Send alerts for closed deals, paid invoices, accepted proposals and other important events.

Turn public enquiries and inbound messages into structured CRM records.

Connect EIKR to approved external tools, AI workflows and custom business systems.

Monitor MRR, ARR, pipeline value, invoiced revenue and collected payments.

Analyse won revenue, lost opportunities, growth, activity and relationship risk.

Surface stale deals, overdue invoices, missing follow-ups and important changes automatically.

Export structured reports for analysis, finance or stakeholder reporting.

Build a dashboard around the metrics that matter most to your operation.

Control who can view, create, edit and delete information across the workspace.

Capture the data your business needs across clients, organisations and deals.

Use the workspace comfortably in either visual mode.

Access the CRM from desktop, tablet and mobile layouts.

Support privacy-conscious operations with EU-based infrastructure and data controls.