Features

Everything your sales teams need

A CRM built for fund distribution and tested every day in a real business: every feature below is in service today.

Sales pipeline and mandates

Track each account from the first meeting to signature. For fund distribution, mandates and distribution agreements are built in.

Commercial relationships tracked account by account
Mandates, products and distribution agreements
R1, R2, R3 meeting KPIs and conversion rate
Sales targets and reporting by period
Priority score with a visible, adjustable scale
Coverage of client deadlines on the home page

AI proposes, humans validate

AI prepares the data entry, you keep the decision. No data is written without your approval.

"To validate" screen with the source of each proposal
Validation one by one or in batches
Mandatory reason for every rejection
Rejections stored: the same mistake is not proposed again
Duplicate people and companies detected, merge with history
Data quality measured and corrections proposed

Emails and LinkedIn converted into activities

No more forgotten meeting notes: your exchanges feed the CRM without re-entry.

Gmail mailbox polled every 10 minutes
Activities, tasks and meeting notes proposed from each thread
LinkedIn messages imported and linked to the right contact
Job changes detected on LinkedIn
Counter of incoming messages left unanswered
GDPR erasure of LinkedIn data on request

Legal identity of companies

A reliable company database, linked to the official registers.

SIREN, LEI or local registration number on every company
Creation blocked if the SIREN or LEI is already known
Enrichment from the INSEE register (address, NAF code, headcount)
LEI verified with GLEIF
Monthly register monitoring: closures flagged
Several SIREN numbers for the same brand (regional networks)

Groups and entities

See the relationship with an entire group, not a scatter of records.

Banks, insurers and networks organised into groups
An exchange with a subsidiary counts for the whole group
Type of each company: asset manager, bank, insurer, platform, IFA, family office
Segments filterable in audiences
Inactive companies kept but excluded from mailings
Owners, shared accounts and delegation

Campaigns and deliverability

Campaigns measured honestly, sent from France.

Campaigns, templates, lists and newsletters
Accurate funnel: delivered, bounces, opens excluding bots, clicks
Dedicated mailbox that collects replies and late bounces
Deliverability monitored address by address
GDPR unsubscribes applied automatically
Public newsletter with double opt-in

Event invitations

Fill your webinars and breakfast meetings without a spreadsheet.

Invitations sent in waves
Reminders with dedicated content
One-click pre-filled registration
Registrants linked to their record
Registration without a known company proposed for validation
Automatic closing at the end of the event

Inactivity reminders and tasks

No important relationship fades out through neglect.

Relationships with no contact for 30, 60 or 90 days spotted
Follow-up proposed every day, consolidated by group
Tasks in a list or Kanban board
Quick task creation from any record
Action-oriented home page
Global keyboard search (⌘K)

AI connector: Claude, ChatGPT, Copilot

Your CRM right inside your AI assistant.

MCP protocol, an open standard
71 actions: search, enter, create, update
Works with Claude, ChatGPT and Copilot Studio
One personal key per user
Key revocable at any time
Sensitive writes go through human validation

Mobile, even offline

Prepare your meetings on the train, enter the notes on your way out.

Installable app on iPhone and Android
Latest records readable without a network
Notes, tasks and activities entered offline
Automatic sending when the connection returns
Interface in French, English and German
Light or dark theme, adjustable display density

The whole CRM

Everything the CRM does

More than forty features in service today, used every day by our own team.

Business development

Accounts, contacts and activities (meetings, calls, emails, notes, meeting minutes)
One owner per account, co-owners, a view per salesperson
Sales targets and reporting by period
R1, R2, R3 meeting KPIs and conversion rate
Priority score with a visible, adjustable scale
Mandates, products and distribution agreements
CSV, Excel and PDF export of every list

Human-validated AI

Activities, tasks and meeting minutes proposed from your emails
LinkedIn messages imported as activities
Validation one by one or in batches
Mandatory reason for every rejection, remembered
Duplicate people and companies: merge with history
Follow-ups proposed after 30, 60 or 90 days without contact
History of every proposal, approved or rejected

Marketing and events

Campaigns, templates and mailing lists
Public newsletter with double opt-in
Exact funnel: delivered, bounces, opens excluding bots, clicks
Dedicated mailbox that collects replies and late bounces
Deliverability monitored address by address
Event invitations in waves, one-click registration
Contact frequency and overlapping campaigns flagged

Data and companies

SIREN, LEI or local registration number on every company
Enrichment from the INSEE and GLEIF registers
Monthly register watch: closures flagged
Groups and entities, several SIREN per brand
Inactive companies kept but excluded from mailings
CSV import with column detection, HubSpot migration
Job changes detected on LinkedIn

Security and GDPR

Hosting in France on a dedicated server
Strict isolation between clients at database level
Two-factor authentication and revocable sessions
Audit log and security log
Export, anonymisation and consents per channel
Daily encrypted backups, off-site copy
DPA, register of processing activities and of processors

Day to day

Action-oriented home page, unanswered incoming messages
Tasks as a list or Kanban, quick add
Global keyboard search (⌘K)
Saved views, advanced filters, bulk actions
Installable mobile app, usable offline
Claude, ChatGPT, Copilot connector (71 actions)
Interface in French, English, German; dark theme

Online demo

See the tool
in one click.

No sign-up, on fictitious data: open the demo and explore the CRM.

Try the demo

The AI sorts, you decide
GDPR built in
Hosted in France

Online demo without sign-up · Fictitious data · No-commitment subscription