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CRM by Two Shores Online
SeaRM

Features

Every sales tool your team needs, already connected

Multi-deal tracking, pipeline automation and built-in communication tools share one record in SeaRM, alongside proposals, agreements, invoices and reports. Here is what each part does.

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Deals and pipeline

A pipeline that tells you what to do next

Board, table and forecast views of every open deal, each card showing the client, the next step, a health flag and days in stage. Won deals move to a permanent record of what you sold, grouped by month.

  • Health flags for on track, at risk and stalled deals
  • Saved views: my deals, needs attention, closing this month
  • Full record pages with a stage path and "Mark stage complete"
  • Ticking off the last to-do asks for the next step, so no deal goes quiet
  • Drag cards between stages, or let paperwork move them for you

Included from Starter

Clients and multi-deal tracking

Every client, every deal and their whole history

Leads, clients in a deal, active clients and past clients, with a status that follows their deals so it is never out of date. Each client page holds every email, call, meeting and note across all their deals.

  • Multi-deal tracking: several deals per client, each with its own products and paperwork
  • Services and renewal dates with recurring value
  • A written client history that keeps itself up to date
  • One activity feed across the client and every deal, tagged by deal
  • Paid to date and money owing on the banner

Included from Starter

Integrated email

Your inbox, inside the CRM, with read receipts

Link any IMAP or SMTP mailbox. New mail arrives within seconds, files open in place, and every conversation is filed against the right client and deal.

  • Read receipts and link tracking on every email
  • Undo send, scheduled send and "remind me if no reply"
  • Templates and free AI writing
  • Reply right under the conversation, or in a docked window
  • Attachments preview in place: pictures, PDFs and text

Included from Starter

Built-in WebRTC calling

Call and meet clients without leaving the deal

SeaRM has its own browser video rooms built on WebRTC, plus a click-to-call dialer that works with the phone, Aircall, WhatsApp, Viber, Teams and Zoom Phone. A call bar keeps time, takes notes and logs the outcome.

  • Video rooms with branded email invites, never a bare link
  • Clients join with just their name, no account or download
  • Client context beside the call: next step and recent history
  • Aircall integration logs every call and pops incoming callers
  • Internal huddles for the team on the same video engine

Included from Growth

Proposals

Proposals clients can shape and approve online

Send a private link with what is included, prices and turnaround times. Clients tick optional extras, ask questions and approve, and you watch each choice happen live.

  • Products with prices, billing period and turnaround time
  • Live view of choices and when the client is looking
  • Approval records who, when, from where and exactly what they chose
  • Approved proposals create or update the deal automatically
  • Clients download the approved proposal as a PDF

Included from Growth

Agreements and e-signature

Agreements that draft, sign and countersign themselves

Keep a template for each service, or import the Word or PDF you already use. The deal's products decide which agreements are drafted, and they go out with the invoice in one email.

  • Merge fields, tick boxes and signature places
  • Choose who signs for the client and who countersigns
  • Automatic countersigning the moment the client signs
  • Sealed with a fingerprint and full audit certificate
  • Signed agreements lock. Changes go through an amendment

Included from Growth

Invoices and recurring billing

Invoices that send, chase and reconcile themselves

Numbered invoices with GST or VAT, created by hand or from a deal. Stripe and PayPal links mark invoices paid, and monthly, quarterly or yearly products bill themselves.

  • Payment links that mark the invoice paid and the deal won
  • Recurring invoices emailed a week before they are due
  • Hold, skip or send the next one now
  • Bank statement CSV import from any bank
  • Optional Xero sync and a public API for your accounting system

Included from Starter

Automated nurture loops

Automations that keep every deal warm

Pick from 18 sales events, add conditions and chain actions. The follow-up assistant reads your email for promises with a time on them and reminds you during your shift until they are done.

  • Triggers from new deals and email opens to overdue invoices
  • Actions: email, activity, invoice draft, chat post or webhook
  • Stage moves on proposal sent, approved, signed and paid
  • Follow-up reminders that check whether you already replied
  • "Let's talk Wednesday" becomes a prefilled calendar booking

Included from Growth

Reports

Forecasts you can test before you trust them

Likely revenue, commit and best case for the month, quarter or six months. Change stage probabilities to see what-if, then track win rate, cycle time and targets per rep.

  • Revenue by month: won, likely and upside
  • What-if stage probabilities, saved by admins
  • Win rate, average deal, sales cycle and lost reasons
  • Sales targets and a rep leaderboard
  • Spreadsheet export of deals, clients and reps

Included from Growth

Team chat and admin

Talk shop where the work is

Team channels, direct messages, huddles and a private discussion on every deal and client. Admins set who can see and edit each area, enforced by the database itself.

  • Channels, mentions and pop-out chat boxes
  • A private team discussion on every deal and client
  • Access per area: none, view or edit, all records or own
  • Sales targets with a workspace default and per-person overrides
  • No client chat: clients reach you by email, call or video

Included from Starter

Lead capture

Leads that arrive already booked

A booking page where prospects pick a discovery call that suits your calendar. Each booking becomes a lead with a deal, a video meeting and a confirmation email from your mailbox.

  • "Call me back" requests as an alternative to booking
  • Webhook for Webflow, WordPress, Framer, Zapier and Make
  • Spam trap on every form
  • New callers from your phone system become leads
  • Calendar feed with alerts for every meeting

Included from Starter

Mobile-adapted

The whole CRM on a phone

SeaRM installs to your home screen as an app. Phones get a layout of their own with a bottom tab bar, quick replies and push notifications, so reps never need a desk.

  • Installable on iPhone and Android, no app store
  • Push notifications for chat, email and calendar
  • Quick-reply sheet for team chat
  • Full-screen email editor on phones
  • Clients sign agreements and pay invoices on their phones

Included from Starter

Integrations

Plays well with the tools you keep

Stripe, PayPal, Xero, Aircall, any IMAP mailbox and any form tool. A public API and outgoing webhooks connect the rest, and Enterprise plans get custom integrations built with you.

  • Public REST API for clients, invoices and payments
  • Webhooks on any automation trigger, including proposal approval
  • Stripe and PayPal payment links
  • Xero sync and bank statement imports
  • Custom integrations on Enterprise

Included from Growth

And the rest

The details that make it calm to use

  • Calendar and feed

    Meetings, tasks and calls in one calendar, with a feed and alerts for your phone or desktop calendar.

  • Command palette

    Jump to any client, deal or invoice from the keyboard.

  • AI client briefings

    A written summary of where each client stands before you call.

  • Deal tags and filters

    File every email, call and note under the deal it belongs to, and move it in one click.

  • Attachments in place

    Pictures, PDFs and text files open right in the timeline.

  • Product colours

    Each product has its own colour across banners, deals and the feed.

  • Roles and access

    None, view or edit per area, all records or own, enforced in the database.

  • Notifications

    Web push for chat, email and reminders, chosen per device.

  • Light and dark themes

    Light, dark or follow your system, on every screen.

  • PDF downloads

    Clients download approved proposals and signed agreements as real PDFs.

  • Sales targets

    A workspace default with per-person overrides, tracked on Home.

  • Saved views

    All open, my deals, needs attention, closing this month, or your own.

See how this compares with HubSpot, Salesforce and Pipedrive

The SeaRM suite

One shore for the whole business

SeaRM is the first app in a connected suite. Projects, people and finance are on their way, sharing the same clients, the same team and the same calm design.

Available now

SeaRM | Core CRM

Pipeline, inbox, calling, proposals, e-signatures and invoicing in one workspace. The core of the suite.

  • Automated deal pipeline
  • Browser calling and video
  • Agreements and invoices bundled
Explore SeaRM
Coming soon

Ripples | Project Management

Won deals become projects with tasks, timelines and client sign-offs, without re-typing a thing.

  • Projects created from won deals
  • Boards, timelines and workload
  • Client approvals by link
Coming soon

Waves | HR Management

People, leave, onboarding and performance for the same team that sells and delivers.

  • Onboarding checklists
  • Leave and rostering
  • Reviews tied to sales targets
Coming soon

Lighthouse | Accounting

Ledgers, BAS and VAT reporting, cash flow and reconciliation fed straight from your invoices.

  • Invoices post to the ledger
  • Bank reconciliation
  • GST, BAS and VAT reports
60-day unrestricted free trial

See every feature for yourself

The sandbox runs the real app with sample data. The trial gives you all of it for 60 days, free.

Start your 60-day free trial Open the live sandbox

No credit card Every feature unlocked Keep your data