Osiris and Iris

Run it, then own it

Your CRM, built for your firm on your own database and live in weeks. Run it for one monthly fee, for your whole team. Keep it if it earns its place: every fee you pay counts towards owning it.

Four steps, and the decision stays yours

Map and call

Map your CRM in six short steps, then a 45-minute call. We tell you which band your firm is in, and if you do not need us.

Setup

We build your CRM in your own database, shape it to your firm and train your team. Live in two to five weeks, depending on the build.

Run it

One monthly fee from the day it is live, for your whole team. Three months minimum, then quarter by quarter.

Keep it, or stop

Keep it: pay the build price, less every monthly fee you have paid, and the code is yours. Stop: your data stays in your own database, and we switch off the app.

Every monthly fee counts towards the build price. When your fees reach it, the code is yours, with nothing more to pay.

What your first quarter gets you

Before any decision about owning it, this is the work you will have in hand.

  • Your relationship map and your rings, worked out with you before a line is built.
  • Everyone who matters and every conversation, in one place.
  • A Today view each morning: who is going cold, and what you promised.
  • Your team trained, on the screen, with your own data.
  • A first quarterly review with us: what is working, and what to change.

Your data never belongs to us

Whatever you decide at the end, nothing is held back. That is the whole point of a system you own.

  • Your data from the first day, in your own Supabase account and in your name. Supabase bills you directly, about $25 a month.
  • One price for the whole team: no bill that grows as you hire.
  • A full export of every person, firm and conversation, whenever you ask.
  • If you stop, we switch off the app, never your data. Nothing more to pay.
  • Once it is yours, the code and the app move to your own accounts, with the notes your team needs to look after them.

Built for your kind of firm

What changes from one firm to the next is what we build: the layer your trade or your profession needs. One monthly fee covers your whole team, whatever its size.

Trades and field businessesConstruction, specialty trades, building products and field services.

Every customer, job and follow-up in one place your whole crew can use.

In your workspace, or Built around you with its six add-ons, as on Products.

From $250 a month, with a $1,000 setup.
Owner-led companiesManufacturing, distribution, logistics, healthcare services, technology and consumer brands.

The customer record a buyer will ask to see in diligence, kept from today.

Built around you, plus a pipeline and the reporting your board asks for.

Priced on the call, fixed in writing within 48 hours.
Professional firmsLaw, accounting, financial advice, consulting and staffing.

Which referral sources actually send you work, and a record your compliance can stand behind.

Built around you, plus your profession's layer: referral sources, matters or engagements, client reviews and compliance records.

Priced on the call, fixed in writing within 48 hours.
Deal firmsM&A advisers, private equity and family offices.

Every buyer, investor and introducer in one place, and who saw which document, when.

Built around you, plus the deal pipeline, buyer and investor lists, introducers and the document log.

Priced on the call, fixed in writing within 48 hours.

Not sure which is yours? We tell you on the call, before you pay anything. Moving your data across is a separate service, priced on your data.

Estimate your migration

Client Relationship Workshops

In person, with your partners and your team: who matters to the firm, in which ring, how often you should be in touch, and what you write down afterwards. The discipline first, so the system has something to hold.

Ask about a workshop

Partnerships

We work with a small number of advisers, accountants and firms who look after businesses like the ones we build for. Introduce clients to us, or close them yourself while we build and run the CRM. Apply in four short steps; commercial terms are discussed on a call.

Apply to partner

What firms ask us first

Is it a trial version?No. It is your own build, on your own data, from the first day.
What does it cost?Setup from $1,000 and from $250 a month for trades and small firms. Above that, it depends on what we build for your firm: we price it on the call and fix it in writing within 48 hours.
What do three months commit us to?The setup and the first three monthly fees. After that it runs quarter by quarter: give us a month's notice, and we finish the quarter in progress.
How many people can use it?Your whole team. The price follows what we build, never how many people use it.
Who moves our data across?We can, as a separate service priced on your data: cleaned, deduplicated, uploaded and counted against your old system before you switch. Or you import a spreadsheet yourself, at no cost.
What happens if we stop?You keep your data, in your own database, with a full export. We switch off the app, and nothing more is owed.
Can we pay the balance in instalments?Yes: over three or six months at no extra cost, or over twelve. The code passes to you with the last instalment.
When is it ours?Whenever you pay the balance, or by itself once your monthly fees reach the build price.

Start with your map

Map your CRM in six short steps and send it to us. We read every map before the call, and we tell you which band your firm is in.

Map your CRM