CRM for Founders & CEOs | IN ONE CRM
IN ONE CRM for founders & CEOs

Stay Out of the Weeds.
Stay Close to the Truth.

IN ONE gives founders and CEOs a single, trusted view of pipeline, cash, workload and risk – so you can make high-leverage decisions in minutes, not live in WhatsApp, Slack and spreadsheets.

Book a Demo
Built for weekly founder check-ins, board reviews and strategic decisions.
Why it feels like you’re always catching up

Founders don’t lack data. They lack a clean signal.

Every day you get screenshots, voice notes, spreadsheets and “quick updates”. None of them show how the whole machine is actually running.

Firefighting
You only see issues when they explode.

A big client is angry, cash is late, or a team is drowning. You hear about it when it’s urgent, not when it was still easy to fix.

Fragmented visibility
Ten tools, zero shared reality.

Sales lives in their CRM, support in helpdesk, finance in spreadsheets and WhatsApp threads. Everyone is “right” – and nobody lines up.

Hidden risk
You don’t know what you don’t see.

Deals stall quietly, clients go dark, work backs up. By the time numbers show it, the damage is already done.

01 · See
One truth for revenue, work and risk.

IN ONE pulls leads, workflows, collections and support into a single spine – so pipeline, cash and workload tell the same story.

02 · Decide
From “what’s going on?” to “what do we change?”.

You see the pattern, then click into the workflows, teams or clients behind it – without calling a meeting for context.

03 · Delegate
Give clear direction, then get out of the way.

Turn decisions into tasks, automations and owners inside IN ONE. Everyone knows what changed, why, and what “good” looks like.

The founder view: three lenses, one system.

You don’t need 40 widgets. You need a trustworthy view of revenue, health and risk – that you can check in under 20 minutes.

  • Revenue lens: from leads to cash, with bottlenecks and win rates by segment.
  • Health lens: support load, SLAs and sentiment by team, channel or customer tier.
  • Risk lens: late accounts, churn signals and operational hotspots – before they hurt.
A different kind of Monday

15 minutes in IN ONE vs 2 hours in meetings.

Because IN ONE sits where work actually happens, your check-in isn’t a performance. It’s a live feed of reality, plus the levers you can pull.

Before IN ONE: Monday starts with “quick updates” that turn into a two-hour call.

  • Sales, ops and finance join with different numbers and definitions.
  • You chase screenshots, side channels and “I’ll send you the sheet”.
  • By the time you understand what’s happening, the day is half gone.

With IN ONE: everyone opens the same reality.

  • Live metrics for new leads, deals, collections and support – all from real workflows.
  • Drill into one segment, team or workflow when something looks off.
  • Agree 2–3 clear moves, log them as changes or tasks in IN ONE – and go build, not babysit.
Questions founders ask

IN ONE CRM for founders & CEOs.

Will I have to change everything my teams already use? +
No. IN ONE is designed to sit at the centre of your existing stack. We connect to how you work today, then move high-friction workflows into IN ONE so you gain visibility and control without forcing a “big bang” switch.
How is this different from “just another CRM”? +
Traditional CRMs stop at the sales team. IN ONE ties sales, operations, collections and support together on a single client spine – including WhatsApp, workflows and automations. Your dashboards sit on top of real work, not just deal stages.
How long until I actually feel the difference as a founder? +
Most founders feel it as soon as the first core workflows and dashboards are live – usually within the first one or two cycles. The moment you can answer “are we on track?” from a single view, without chasing people, the value is obvious.
What if my leadership team is already drowning in tools? +
Then IN ONE is exactly what they need. Instead of adding a new dashboard, we consolidate the critical signals into one place. Your leaders still use their specialist tools – but your strategy, reporting and decisions happen from one shared reality.

Want a founder view that matches the real business?

Book a 15-minute demo and we’ll show you how IN ONE gives you one live view of revenue, workload and risk – so you can spend more time on strategy, and less time chasing updates.

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