From first contact to final invoice, in one place.
Clients, conversations, projects and the money behind them in one system, so the whole team works from the same picture and nobody has to ask for a status update.
What it replaces:
A CRM, a chat app and an inbox
The pipeline, team channels and client email sit side by side, linked to the same client.
Status meetings
Every client sits on one board in the stage they have reached, and the counts move as the cards do.
Exports to see the money
Your accounting is read next to your clients and projects, straight from your own ledger.
Move clients forward in one drag.
Every client sits on one board, in the stage they have reached. Drag a card to the next column and the counts update, so everyone sees the same picture.
Everything about a client, in one record.
Contact and company details, a timestamped log of who did what, and the background check with its risk rating and decision. Mark the deal won from the same place.
Client email, beside the team.
Connect your inbox and client emails sit next to your channels. Read the whole thread and reply from the shared address without switching apps.
See where the money goes, day by day.
Money in and out, read straight from your ledger. Switch the range and follow a line to see what came in that day and what made it up.
Sales and project teams, answered
What does Engine117 do for sales and project teams?
Clients, conversations, projects and the money behind them in one system, from first contact to final invoice, so the whole team works from the same picture.
It replaces the CRM, the chat app and the inbox with one pipeline, team channels and client email linked to the same clients, and it reads your accounting next to them.
It suits agencies, consultancies, B2B sales teams and project-based firms, where the same client moves from a deal to a delivery project and the team needs to see both.
How do we track deals?
Every client sits on one board in the stage they have reached. Drag a card to the next column and the counts update, so nobody needs a status meeting.
The stages are yours to change, and each card opens the full client record with its activity log and background check.
Because the record carries on after the deal is won, delivery starts with everything sales learned rather than a hand-over document.
Can we bring in our existing pipeline?
Yes, from Attio and Apollo, and your Gmail client email alongside it. Salesforce, Pipedrive and HubSpot are on the way.
Deals and leads land on the board; companies and accounts land in your client list.
Can we see whether a project is making money?
Yes. Your accounting is read next to your clients and projects, straight from your ledger, so you can follow money in and out without exporting anything.
Ask the assistant about a client or a payment and it answers from your own data.
You can see money in and out for the period and the entity, follow a line to its transactions, and ask the assistant to investigate anything that looks wrong.
Where does client email go?
Connect Gmail and client emails sit next to your team channels. Read whole threads and reply from the shared address without switching apps.
Every client and project also has its own room for the internal conversation about it.
Can we check a client before we sign?
Yes. Run a background check against registers, sanctions lists and the news, and file the verdict, risk rating and decision on the client’s record.
It is a research aid; the call is yours.
Can we control who sees what?
Yes. Every person is an owner, admin, member or viewer, and you choose which pages each member or viewer can open. Viewers can look but never change anything.
You can save a set of pages as a template for the next hire, and invitations expire and can be withdrawn. Every login, role change, access change and security setting is recorded in the activity log, which you can filter by person, type and date and export as CSV.
Can we run sales and delivery in the same place?
Yes. The same client record carries the deal, the conversation, the bookings and the money, so delivery picks up exactly where sales left off.
Each project also gets its own conversation room, linked back to the client.
Can the AI help the sales team?
Yes. Ask it which deals have stalled, where a client stands in the pipeline, or what your accounts say about a client, and it answers from your pipeline and connected accounting.
It reads your data; it does not send messages or move deals on its own.
How do website enquiries reach the team?
A contact form on a site built with Engine117 can open a card on the pipeline for every submission, ready for someone to pick up.
That means no enquiry sits unread in an inbox nobody checks.