Built in CRM that’s built for you
Manage leads, follow-ups and clients, organizedin one simple space.
What can I help you with?
Clear
CRM
Search
Dashboard
KPI Tracker
Finance
Opportunities
CRM
Client Management
Shortcuts
Send Invoice
Reports
Opportunity
Products
Calendar
Crescita AI
Crescita Club
Contacts
Community Updates
Powerful features, without the bloat
Centralize your client info
All your contacts, notes, files, and timelines in one place. Everything you need to understand and serve your clients better.
Leads (3)
$0
Estimated Value
Lisa Johnson
Website Design
lisa.john@mail.com
(671) 123 4567
James Kempton
Mobile App Design
jamesk@mail.com
(789) 123 4567
Calls (3)
$8,900
Estimated Value
Clint Ryan
UI/UX Design
clint.ryan@mail.com
(332) 123 4567
01/04/2025
Blossom Menezes
Wireframing App
b.menezes@mail.com
(332) 123 4567
01/04/2025
Follow Up (3)
$38,300
Estimated Value
Alex Stutgargh
Design Consultancy
alexstut11@mail.com
(667) 123 4567
03/04/2025
$12,500 (One Time)
Clint Ryan
UI/UX Design
clint.ryan@mail.com
(332) 123 4567
01/04/2025
Auto-track every update
Crescita automatically logs every client interaction through your pipeline. You can also add notes to capture key details.
Timeline and Notes
Add Note
March 04, 2025
9:00am - 9:30am
Project brief and scope of work
https://teams.microsoft.com/meetup/1289AK
The call was highly productive, and we successfully aligned on the key aspects of the project. Lissa...
March 01, 2025
9:00am - 9:30am
Invoice #192038499 sent (automated)
Write Note
Client was overall happy with the design. Requested additions & revisions:
• Add a CTA button in product info
• Replace About section stock images
• Create Blog Page
Book calls and follow-ups
Easily schedule calls, send meeting invites, and automate follow-ups without ever leaving Crescita.
Lead
Call Booked
Follow Up
Won
Lost
Title
Discovery Call
Date and Time
13/03/2025
10:00
–
10:30
Meeting Link (Optional)
https://teams.microsoft.com/meetup/1289AK
See your potential revenue
Automatically track every transaction and get an up-to-date view of your cash flow, profit margins, and expenses.
Call Booked (22)
$8,900
Estimated Value
Follow Up (14)
$38,300
Estimated Value
Won (3)
$86,900
Estimated Value