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Complete business platform

All-in-one CRM, projects, workflows and ERP.

Bring sales, delivery, finance and operations into one live business context—so the whole customer journey moves without broken handoffs.

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No credit card · Start with one team · Expand when ready
ONE LIVE CONTEXTCustomer → operation
NLNorthstar LabsCustomer record
Deal$48K · Won
Project68% delivered
Workflow4 / 6 steps
Finance$19.2K margin
OperationsStock allocated
One continuous journey

The context moves.
Your teams stay aligned.

01CustomerEvery promise starts attached
02Won dealCommercial context becomes delivery
03ProjectScope, budget and owner carry over
04WorkflowThe right process launches
05OperationFinance and stock stay current
01 / Sales & CRM

Build the full commercial picture before the next move.

Every contact, company, conversation, task, note and deal lives on one commercial record. Reps see ownership, relationship health, open value, history and the next action before they reach out.

  • Flexible customer records with custom fields and bulk import
  • Multiple pipelines, deal rotting and visual forecasting
  • Health and lead scores that expose risk before it stalls
  • Shared inbox, calendar, calls and complete activity history
  • Email templates, automated sequences and open tracking
  • Deal time, value and revenue context ready for delivery
01Account contextPeople, companies and every interaction stay connected.
02Pipeline controlSee stage, risk, value, owner and next action at a glance.
03Clean handoffWon scope becomes delivery without rebuilding the record.
Explore CRM
AMAlex MorganOperations Director · Northstar Labs
Healthy account
Health score86Strong
Open deals$48K2 opportunities
Next actionTodayScope review
Commercial journeyLive context

Discovery completedRequirements attached to account

Proposal sharedCommercial terms worth $48,000

Delivery capacity checkedProject team available in 12 days

02 / Projects & Tasks

Make delivery match
what was sold.

Create a project from a won deal with the original client, value and scope intact. Then run delivery with timelines, milestones, health and financial clarity.

  • Projects created directly from won deals
  • Milestones and Gantt project timelines
  • Tasks, dependencies and checklists
  • Work hours, budgets and financials
  • Delivery health and priority actions
  • Client and partner visibility
Explore project delivery
Northstar rolloutCreated from won deal · $48,000
68% delivered
Project healthOn track
Budget used54%
Next milestoneClient review
01

Discovery & scopeComplete

100%
02

Experience designOn track

76%
03

ImplementationActive

42%
04

Client enablementUpcoming

18%
03 / Workflow automation

Turn the best process
into the default.

Design the route work should take, then watch every running instance move through standard steps, reviews, decisions and approvals.

  • Drag-and-drop visual workflow builder
  • Triggers, actions, waits and loops
  • Human reviews and approval gates
  • Role-based step assignment and SLAs
  • Live progress on every running instance
  • Complete workflow and activity history
Explore workflows
Client onboardingPublished · saved now
StartStart
StepCreate project
ReviewConfirm scope
ApprovalClient approval
EndEnd
04 / ERP & Operations

Run the operation
with current numbers.

Connect the money, stock and supplier activity behind every project. The operational record stays part of the same system as the customer who created the demand.

  • Invoices, recurring billing and reminders
  • Expenses, timesheets and approvals
  • Warehouses, stock and reservations
  • Suppliers and purchase orders
  • Receiving that updates stock immediately
  • Revenue, cost and margin reporting
Explore operations
Main Distribution CenterAustin, TX · Priya Anand
Stock items186
Movements29
Purchase value$36.3K
Sale value$48.8K
ItemSKUOn handAvailableStock value
EDEdge Gateway X1HW-EGX-24204$2,880
SESecure Access TerminalHW-SAT-08186$4,320
2727” Operations DisplayHW-OPS-272810$8,680
INIndustrial Network SwitchHW-SWT-24226$3,960
Controlled external delivery

Your clients, documents and partners.
Exactly the context they need.

Keep external collaboration close to the business record without opening the whole workspace.

Client portal

Give clients clarity without giving away the workspace.

Share selected projects, milestones, tasks, workflows, approvals and invoices through a secure client experience.

  • Project-scoped access
  • NPS and milestone approvals
  • Direct project communication
E-Signatures

Move from document to signed business record.

Place recipient fields, guide every signer and keep the completed PDF attached to the contact, company or deal.

  • Multiple recipients
  • Signing history
  • Final document integrity
Partner sharing

Bring outside help into the exact delivery context.

A partner can follow the project and participate in a live workflow without entering the rest of your organization.

  • Record-scoped access
  • Live workflow visibility
  • Step-level discussion
Platform & control

Serious underneath.
Intentional everywhere.

Shape access around real responsibilities, follow important changes and connect the platform to the systems around it.

Security command center Systems controlled
Custom roles4
Permission points109
Two-factor authON
Active sessions7
Operations LeadControlled risk
Sales12 / 17 permission points
Delivery16 / 19 permission points
Workflow13 / 16 permission points
Finance8 / 11 permission points
Recent audit eventsLive
Granular roles and high-risk grants Searchable audit history 2FA, sessions and SSO / SAML REST API and webhooks
Platform breadth

Everything connected.
Nothing buried.

Explore the capabilities by the business outcome they support.

Win the right work

Sales & CRM

  • People & companies
  • Flexible sales pipelines
  • Deal scoring and health
  • Inbox and calendar
  • Email sequences
  • CSV and bulk operations
Deliver what was sold

Projects & Delivery

  • Project health and budgets
  • Gantt timelines
  • Milestones
  • Task dependencies
  • Work hours
  • Client-facing delivery
Run the best process

Workflow Automation

  • Visual workflow builder
  • Triggers and actions
  • Human approvals
  • Decisions and loops
  • Live run progress
  • Complete execution history
See the real margin

Finance & Reporting

  • Invoices and reminders
  • Expenses
  • Timesheets and approvals
  • Revenue reports
  • Pipeline reporting
  • Project financials
Keep operations current

Inventory & Procurement

  • Warehouses
  • Stock movements
  • Reservations
  • Suppliers
  • Purchase orders
  • Supplier invoices
Scale without losing control

Platform & Control

  • Custom roles
  • 109 permission points
  • Audit log
  • Security dashboard
  • API and webhooks
  • SSO / SAML
Optional by design

Expand only when
the work earns it.

Add deeper outreach, acquisition, external delivery or a lighter working rhythm without crowding the core platform.

See plans and availability
PROFESSIONAL OUTREACHEmail Swoosh

Templates, sequences, tracking and bulk enrollment.

Add-on
MANAGED ACQUISITIONMeta Ads

Guided campaign creation with client context.

Add-on
CROSS-COMPANY DELIVERYPartner Sharing

Invite external organizations into selected work.

Add-on
WORKSPACE EXTRASFun Zone & Radio

Small breaks and music without leaving work.

Free
Start with the urgent problem

Then let the system
grow around the business.

CRM, projects, workflows and operations can start together—or meet your team one step at a time.

Start building for free Compare plansNo credit card required · Free workspace included