Products
Five products. One set of records.
CRM, Invoicing, Support, Team and Chat, each a finished product with a page of its own, on the same records.
Companies›Summit Outfitters
HelpAsk Spodus
SOSummit Outfitters
StatusActive client
Domainsummitoutfitters.com
Owner
Tom Reyes
Tom ReyesSinceJun 2026
$180,000Negotiation
INV-1045Sent
OverviewActivityDeals1Invoices1Tickets2NotesFiles
Tickets2New ticket
NumberSubjectStatusPrioritySLAAssignee
#2231SSO sign-in fails for new seatsOpenHigh9:40 to SLA
Sam Okoro
Sam Okoro#2188Seat count on the July invoiceSolvedNormalmet
Mia Lund
Mia LundDeals1
Summit enterpriseNegotiation$180,000
Invoices1
INV-1045Sent$180,000
Summit Outfitters
Activity · deals, invoices and tickets
- Mia sent INV-1045 · $180,000now
- Sam replied on #22311h
Bruno opened #22312h- Tom moved the deal to Negotiation1d
The five. None of them is an add-on.
- CRMReplaces HubSpot · PipedriveContacts & companiesPipelinesQuotes to invoicesAutomations
- InvoicingReplaces the invoicing spreadsheet · quotes written in a docEstimates & invoicesRecurring invoicesPaymentsCredit notes
- SupportReplaces Zendesk · Intercom · FreshdeskShared queueSLAsFull customer contextCustomer portal
- TeamReplaces the holiday spreadsheet · the org chart nobody redrawsPeople recordsOrg chartTime offEmployee self-service
- ChatReplaces Slack · Microsoft TeamsChannels and DMsThreadsOne place for the teamMentions
The part five separate tools cannot do.
Win a deal, and the invoice is drafted.
The invoice knows the deal it came from and the customer who owes it, so nobody re-keys the same account into a second tool to bill it.
Deals, invoices and tickets on one record.
A ticket names the customer and links to their record, where the deals, the invoices and the other tickets already are.
One person, one role, in all five.
The role you give somebody is set once and holds in every product.
The same platform under all five.
- Your own fields and objectsAdd the fields you actually use to any record, and model the objects the built-in ones do not cover.
- Table, board and calendarThree views over the same records, so nobody exports to a spreadsheet to see the work their way.
- DashboardsLive figures drawn from the records themselves, across every product, on one screen.
- Time trackingA timer, timesheets, and a billable flag and rate on the task itself. Included on every plan, nothing to switch on.
- Automations and webhooksMove work along when something changes, take a webhook in, and send an HTTP request out.
- Roles and permissionsRoles are set per object, so who can open, edit and share each kind of record is decided once.
- Docs, goals and formsWrite it up, set the target, and collect the answers, on the same records as the work they belong to.
- Import from a fileBring your records in from a CSV or a spreadsheet, with presets that map an export from the tool you are leaving.
- Deleting is reversibleAnything you remove waits in the trash for thirty days, so a wrong click is not a lost record.
See all five on your own records.
Start today, or bring your own data to a demo and see it there.