Unified CRM

Stop losing track of the people who pay you.

Most businesses lose 23% of their revenue to poor relationship management. Scattered contacts, missed follow-ups, forgotten conversations. Liquid OS eliminates this entirely.

Your entire business network. Unified.

Contacts, Companies & Directory

Every contact, company, and relationship lives in one unified directory. Company profiles show every linked contact, open deal, shared file, and industry details. Contacts carry their full history — calls, emails, meetings, notes, invoices, support tickets, and tasks — so anyone on your team can pick up where someone else left off. Custom fields let you track data specific to your business. CSV import makes migration painless, and smart duplicate detection with one-click merge keeps your database clean as it grows.

Unlimited contacts and companies with custom fields

Company profiles with linked contacts, deals, files, and primary contact designation

Full activity timeline on every record — calls, emails, meetings, notes, and tasks

Smart duplicate detection with one-click merge

CSV import/export for painless migration

Screenshot

Do everything without leaving the screen.

The Self-Contained Workspace

Click any contact, company, or deal and a full workspace opens right where you are — no page navigation, no losing your place. Edit every field inline. Reassign owners from a searchable team dropdown. Manage color-coded tags. View the complete activity timeline, linked deals, notes, files, and tasks — all in one panel. Real-time notifications alert you when contacts are assigned, deals change stage, invoices get paid, or tasks come due. Every workspace is self-contained — you handle everything in context and move on.

Detail modals for contacts, companies, and deals — open in context

Inline editing with instant save and dirty-state protection

Owner assignment with searchable team dropdown

Color-coded tag system — create, assign, and filter inline

Real-time notifications for assignments, stage changes, payments, and tasks

Every interaction. Logged automatically.

Activity Tracking & Engagement

Every interaction across the platform is automatically logged to the right contact and company — no manual data entry, no forgotten follow-ups. Calls, emails sent through the inbox, meetings, internal notes, deal stage changes, task completions, invoices sent, and payments received all appear on the activity timeline in chronological order. Engagement scoring ranks your contacts by how active and responsive they are, surfacing your hottest leads automatically. Managers see what every rep is doing across the entire team — who's making calls, closing deals, and who needs coaching.

Automatic logging for calls, emails, meetings, notes, and system events

Engagement scoring surfaces your most active leads

Team-wide visibility — see every rep's activity

Deal stage change tracking with full progression history

Task and invoice activity tied to contacts and companies

Screenshot

Find anything in seconds. Act on it instantly.

Search, Filter & Command

The global command palette (Ctrl+K) searches your entire CRM — contacts, companies, deals — and opens any record directly. The directory view offers powerful filtering by owner, company, tag, or any combination, and switches between contact and company lists with one click. Color-coded tags let you segment your database your way — VIP clients, hot leads, churning accounts, enterprise prospects. Bulk actions let you tag, reassign, or update hundreds of records at once. Everything is designed so you spend time working with your data, not looking for it.

Global command palette — instant search and deep-open any record

Directory filters by owner, company, tag, and custom criteria

Color-coded tags for segmentation with inline create and manage

Bulk actions — tag, reassign, or update records in batches

Tabbed directory switching between contacts and companies

Every contact. Every deal. Every conversation. One place.

Get Started Free

Visual Pipeline