CRM & Pipeline
Customers, contacts, activity history, and project pipeline — managed through conversation. "Log that I spoke with Maria about the Q3 order" is all it takes.
CRM · Projects · Orders · Invoicing
Like hiring a back-office assistant on day one.
Tell it what you need — a new customer, a project, a meeting note, an order — and it handles the rest. No forms. No training. Just say what happened and your workspace stays up to date.
Free for 90 days · Then DKK 149/month · Cancel anytime
How it works
You talk. It works.
No menus to learn. No onboarding course. Just tell the assistant what you need in plain language.
1.
Tell it what happened
2.
It creates, links, and schedules
3.
Your pipeline stays current
What it manages for you
Everything from first contact to final invoice
The assistant knows your full business context — customers, projects, products, orders, and finances. Ask it anything or tell it to do anything across these domains.
Project Tracking
Connect customers, brands, meetings, emails, and orders to each project. Move leads through your pipeline without touching a single dropdown.
Orders & Invoicing
Quotes, orders, commissions, invoices, and credit notes — all generated from conversations or project context. Finance stays tied to the work that created it.
Customer Portal
Give approved customers their own login to browse catalogs, place orders, and track delivery — a white-label storefront that runs itself.
In production
Used daily by sales agencies to manage their project pipeline and customer relationships.
From first lead to final invoice — the assistant keeps everything connected so nothing falls through the cracks.
CRM
Customers & contacts
Pipeline
Project leads
Orders
Quote to invoice
Portal
Customer self-serve
FAQ
Common questions
What does the built-in assistant actually do?
You tell it what you need — create a customer, start a project, log a meeting, draft an order — and it does it. No menus, no forms, no training. It works with your CRM, project pipeline, orders, and finance data in real time.
Who is dotcph built for?
Sales agencies, B2B service companies, and project-based teams. If you manage a customer pipeline and deliver projects or orders, and you've outgrown spreadsheets but don't want enterprise complexity — this is for you.
How is this different from Pipedrive, Monday, or HubSpot?
Those tools make you configure pipelines, fill forms, and click through menus. dotcph gives you an assistant that already understands B2B workflows. Tell it what happened and it updates everything — contacts, projects, timeline, and finance.
Is this a CRM, a project tool, or an ERP?
It covers CRM, project tracking, orders, and invoicing — connected by an assistant that ties it all together. You don't switch between tools; you talk to one assistant that knows your full business context.
What does it cost?
90-day free trial, then DKK 149/month. Flat pricing — no per-seat fees, no hidden charges. Cancel anytime.
Where is my data stored?
Each company gets its own isolated database in the EU. Encrypted in transit and at rest. GDPR-compliant with role-based access.
Stop administrating.
Start telling.
Your back-office assistant is ready. CRM, projects, orders, invoicing — managed through conversation from day one.
90-day free trial · Then DKK 149/month · Cancel anytime