Branded email
Send from your own domain
SPF, DKIM, and DMARC records are generated for you. Invoices, receipts, and renewals leave from mail.your-firm.com — not a generic sender.
The CRM for small & growing businesses
The calm CRM for small businesses with big plans.
One quiet workspace for your clients, projects, outreach, invoices, and a branded portal — built for any service business that bills, delivers, and reports to clients.
Team / businessStart 14-day trial Founders, agencies, consultants, opsInvited clientSign in to portal Track projects & approvals
Free 14-day trial No credit card Cancel anytime
Active client
ML
Maison Lumière
14
Pitches
6
Approved
9
Press
3
Podcasts
Campaign phasePhase 3 of 5
What is this?
A web-based CRM workspace you sign in to from any browser — no install needed. Service teams run their work — agencies, consultancies, studios, marketing & PR shops — and invited clients log into a beautiful branded portal to approve work and pay invoices.
New this season
Three quiet upgrades, included with your trial.
Branded sending domain, daily firm digest, and a white-label client portal — the things small firms used to wire together with Zapier and prayer.
Daily digest
Your firm in one morning email
A calm 13:00 UTC summary covers new clients, invoices sent, payments received, and renewals due — delivered straight to admins.
White-label portal
Your brand, your client portal
On Business, your logo and brand color replace ours across the client-facing portal, invoice PDFs, and outbound emails.
What's inside
Everything a small team runs on. In one place.
Client roster
One source of truth for every retainer, contact, and engagement.
Outreach & pitching
Built-in contact database, mail-merge, open & click tracking — perfect for sales prospecting, BD, or PR pitching.
Invoicing
Send, track, and get paid. No more spreadsheets.
Branded client portal
Your logo, your colors. Clients approve, review, and pay in one place.
Two doors, one brand
Are you the team, or the client?
Same app, two completely separate sign-ins and dashboards.
Team / business
Run your business.
The full command center — clients, projects, files, invoices, outreach contacts, team management. Perfect for boutique agencies, consultancies, studios, law and accounting practices, in-house marketing & PR teams, and small business owners.
For clients
Track your project.
See project status, approve work, review invoices — everything from your team, in one calm place.
Invite-only. Your team sends you a private link — no public signup, no spam.
Happy teams. Happy clients.
The kind of CRM your team actually opens.
I replaced three tools the week I switched. My clients log in and feel like I doubled in size.
Amara K.
Founder, Lumen PR
We use it across our sales, marketing, AND PR teams. The outreach tracking alone saved us a week per campaign.
Jordan M.
Head of Growth, Tide & Co.
Finally a CRM that doesn't look like accounting software. It feels like our brand.
Priya S.
Small business owner
A calmer way to run your small business.
14-day free trial. No card required. Plans start at $25/mo. Cancel anytime.