CRM that sits next to the board, not in a silo
Saku CRM keeps client context beside delivery work: accounts, contacts, pipelines, and meetings linked to the boards and cards where work actually happens.
Live example: Northstar sales pipeline
Select an opportunity and advance it. The account, contact, and follow-up stay together.
CRM
Client pipeline · €24,000 open and won
Qualified
1Proposal
1Won
1Client companies, contact records, notes, and board assignments in one workspace.
Launch checklist
Kanban-style stages with EUR values, close dates, and threaded comments.
17 Jul
Client review · 10:00
Create calendar items from a contact and jump back to CRM context.
Call notes
Website launch
Reference CRM records from notes with [[ and @ — same picker as boards and cards.
See which boards belong to an account without opening a separate tool.
€8,420
Revenue this month
Max ties accounts into organisation costs and client filters on analytics.
Accounts, contacts, leads, and deals
Accounts represent client companies with optional logos (upload or fetch from website), websites, and linked boards. Contacts belong to accounts and can be assigned as the client on cards.
Leads and deals use pipeline views — click a card to edit stage, value in euro, account, contact, and comments with the same collaboration patterns as board cards.
Linked from everywhere you write
In Notes, type [[ or @ to link accounts, contacts, leads, or deals. Calendar items can reference CRM contacts. Board cards can carry a client assignment so reporting rolls up correctly.
On Max, account-level financial context feeds organisation costs reporting alongside board economics.
CRM availability
CRM requires Pro or Max. Free teams can still invite client collaborators to boards.
Free
- Board client assignment
- No CRM workspace
Pro
Pro- Full CRM workspace
- Accounts, contacts, pipelines
- CRM-linked calendar items
Max
Max- Everything on Pro
- Account financial context in reports
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Bring the context, delivery work, and next step together in one connected workspace.
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