CRM · full features

A CRM shaped like
your business.

Custom entities, obedient fields, a pipeline with a forecast, and briefs that tell you the truth — all reading a local database in milliseconds.

The dashboard: live slots, forecast, reply triage, and the ask-anything bar.
screenshotdrop shots/crm-dashboard.png into the site folder
The dashboard: live slots, forecast, reply triage, and the ask-anything bar.
Your data, your shape

Custom entities per business

Properties for real estate. Policies for insurance. Patients for healthcare. Accounts and quota for tech sellers. Define your own record types with their own pages, cards, and pipeline.

Fields that obey you

Don't want this field? Need a new one? Just say so — and youdou makes it happen. Records carry exactly what your business uses.

Feed it anything

Enter a note, upload a call transcript, import an email — youdou finds the new contacts inside and organizes the data for you. Drop files onto the app and they're categorized and logged. On your machine, not ours.

The pipeline

Kanban with a forecast

Drag deals across stages and watch the weighted forecast move. Rot flags call out deals that stopped breathing.

Deal ratings & summaries

Every deal carries a rating and a living summary, so the story behind the number is always one click away.

Report to management — happily

Reporting built for the Monday meeting: the forecast, the movement, and the why. Walk in prepared. Make them happy.

Pipeline kanban: stages, weighted forecast, rot flags.
screenshotdrop shots/crm-pipeline.png into the site folder
Pipeline kanban: stages, weighted forecast, rot flags.
The working day

Work For You briefs

Morning Focus, Mid-Day Reset, Session Wrap-up — each reads your real data, shows task details and buyer activity, and gives an honest verdict.

Deep Dive workspace

A five-column command center per account: opportunities, notes, tasks, documents, account team, and the full email history side by side.

Instant everywhere

⌘K fuzzy search across every record and action. Dashboards with live slots. Every page reads a local database in milliseconds.

Morning Focus: the plan for the day, drawn from your own pipeline.
screenshotdrop shots/crm-brief.png into the site folder
Morning Focus: the plan for the day, drawn from your own pipeline.
The money

Quota & commission

Set the number, watch attainment and commission compute live through the year — youdou can even parse your comp plan document and configure itself.

Share with teammates

Hand an account to a teammate running their own youdou. Records materialize on their machine; activity flows both ways, attributed.

Download for MacRooms & collaboration →