Every client relationship,
in one place
Client profiles, contact management, a visual deal pipeline, and full activity history. Built for how independent professionals manage relationships — not for how CRM vendors wish you worked.
Client database
Status, contacts & revenue
People & contacts
Profiles, social & activity
Deals pipeline
Multiple pipelines, kanban & list
Activity tracking
Full history on every record
Your entire client base, organized
A client database with everything connected — status tracking (Active, On Hold, Prospect, Archived), primary contacts, revenue totals, and project counts. Click into any client for the full detail page with Projects, Invoices, Proposals, Contacts, Notes, Files, and Portal tabs. Add labels, internal notes, and filter across your entire list.
- Full client history in one click
- Custom labels for segmentation and filtering
- Search across every client and contact instantly
Every deal, fully tracked
Open any deal to see the full picture — stage, value, win probability, expected close date, priority, and linked client. Each deal includes a description, file attachments, a comment thread, and an automatic activity log of every change.
- Win probability and overdue dates at a glance
- Comments, files, and full audit trail on every deal
Know the people behind every company
Manage every individual across your business — role, email, phone, social profiles, and the company they belong to, all linked with one-click navigation. Each contact has internal notes and a full activity feed showing proposals opened, invoices viewed, and more. Multiple contacts per company with grouped view.
- Full interaction history so you know where you left off
- Search and filter across every contact instantly
See where every deal stands
A visual pipeline that maps your whole sales process. Run multiple pipelines with custom stages for different service types, drag deals between columns with real-time value totals, and switch between kanban and list view. Each deal card shows value, client, probability, close date, and priority at a glance.
- Know exactly how much revenue sits at each stage
- Filter by stage, priority, client, or search by name
- Full deal detail with files, comments, and activity log
How it works
Three steps. That's it.
No setup wizards, no onboarding calls. Just start using it.
Add your clients
Create client profiles with contacts, company details, labels, and internal notes. Or import them in bulk.
Track your deals
Add opportunities to your pipeline. Drag them through stages as conversations move forward — values and probability update in real time.
Close and deliver
Mark a deal as won and convert it directly into a project or invoice. No re-entering data.
Why it matters
Never lose a lead
Every client, contact, and deal lives in one place. Stop searching through emails, spreadsheets, and sticky notes to piece together a relationship.
See the full picture
Click any client and get revenue totals, active projects, open invoices, pending proposals, and every contact — linked and up to date.
Close deals faster
A visual pipeline with per-stage totals. Drag deals between columns, track win probability, and know exactly where your revenue stands at any moment.
Works with everything else
Every feature in Illusly is connected. Here's what pairs naturally.
Proposals
Send proposals directly to clients in your CRM.
ExploreInvoicing
Bill clients and track payments in one place.
ExploreProjects
Turn won deals into active projects.
ExploreFAQ
Common questions
Can I import clients from another CRM?
You can add clients manually or in bulk. CSV import and direct migrations from popular CRMs are on the roadmap.
How many pipelines can I create?
As many as you need. Create separate pipelines for different services, teams, or sales processes. Each has its own custom stages.
Can clients see their own data?
Yes. Enable the Client Portal and clients log in to see their invoices, proposals, contracts, and project status.
Is there a contact limit?
No. Add unlimited contacts and link them to client companies. Each contact has their own profile, social links, and activity history.
Can I track deal activity?
Every change is logged automatically — stage moves, value updates, notes, and file uploads all appear in a chronological activity feed on each deal.
See if it fits.
Free plan. No credit card. Takes a minute.