CRM with quotes and e-signature

A CRM that doesn't stop at won.

Contacts, deals, booking, quotes, statements of work and e-signature on one record. When a deal closes, the project and the invoice are already there, because there's no second system to hand it to.

For sales and account teams that sell work as well as products · Replaces HubSpot, Pipedrive, DocuSign and Otter ·in every plan · Still comparing CRMs? Watch the four-minute version

Brightwell Group
£48,000 · Proposal
Everything that happened
FM
Filled the pricing formFrom the autumn campaign · 12 Sep
Marketing
CB
Booked a 30-minute callWith Chris · no back and forth
Booked
SW
Statement of work viewed 3 timesMost time on the Scale option
Viewed
OT
One open support ticketFrom their current contract · due today
Service
Signatures
Anna Price · CEOSigned 10:42
Signed
Tom Hale · FinanceReminder sent this morning
Waiting
When it's signed
Project, budget and first invoice created
No handover, nothing re-keyed

Running their teams on Landing

What it replaces.

The CRM, the booking link, the proposal tool and the signing tool. Four subscriptions holding four copies of the same customer.

TodayWhat you use it forIn Landing
HubSpotCRM

Contacts, companies, deals and pipelines.

Contacts, companies, deals and pipelines Core
SalesforceCRM

Pipeline and forecasting for bigger teams.

Pipelines, forecasts and shared dashboards Core
PipedriveCRM

A simple deal pipeline.

A pipeline that carries on after the deal is won Core
CalendlyBooking

Meeting links and round-robin.

One-to-one, round-robin and collective booking that writes straight to the deal Core
PandaDocProposals

Quotes and proposals.

Quotes and statements of work, priced from your rate card Core
DocuSignE-signature

Getting contracts signed.

E-signature with a signing certificate and a public page to verify it Core
OtterMeeting notes

Recording and summarising calls.

A notetaker that files the summary and action items on the deal Growth

Capture, qualify, close and bill.

A lead arrives, gets qualified, books a call and turns into an invoice, tracked end to end. The handover between won and billed stops being a job someone does on a Friday.

Contacts, companies and deals

Every form fill, email, call, meeting and ticket on one company timeline, with pipelines you can shape per team and Companies House checks on any UK company.

Core and up

Booking built in

Booking pages for each person or team. The meeting lands on the deal, with no link to paste back.

Core and up

Quotes and statements of work

Priced from your rate card, with options the client can choose between. You see what they read and for how long.

Core and up

E-signature

Contracts signed in the browser, with a reminder to whoever hasn't. Clients sign free.

Core and up

Invoices from the deal

Sign the statement of work and the deposit is requested through Stripe there and then, and retainer invoices go out monthly in advance. Finance hears about the deal the moment it closes.

Core and up

Sequences and meeting notes

Sequences written for each prospect and sent from the rep's own Microsoft 365 mailbox, stopping when they reply. A notetaker joins Teams and Meet calls and files the summary and action items on the deal.

Growth and up

What happens that other CRMs leave to you.

Most CRMs stop at "won" and leave the rest to another tool. Here the rest is part of the record.

Deal to invoice, in one chain

Signing a statement of work marks the deal won, creates the project with its role budgets locked, requests the deposit through Stripe and starts retainer invoicing. Prices are frozen at the moment they sign.

Statements of work clients choose from

Bundle estimates priced from your rate card, group options so the client picks one, and mark extras optional or recommended. They choose on the signing page.

E-signature with evidence

Signers in order or all at once, automatic reminders, and a certificate on the PDF with each signer, timestamp, IP address and a fingerprint of the content, plus a public page to verify it.

A notetaker that files itself

Joins Teams and Google Meet calls, or records in person from a phone. Speakers are matched to your contacts by email, action items become project cards, and the call is filed against the right client.

Companies House checks

Officers, beneficial owners, insolvency and filed accounts for any UK company, scored against your ideal customer before you send the quote.

A prospect directory built in

Search people and companies, reveal phone numbers and fill in missing details on a contact, without a separate data subscription.

Sequences from your own mailbox

Each email researched and written for the prospect, sent from the rep's Microsoft 365 mailbox in the prospect's business hours, with replies detected and the sequence stopped.

Email that logs itself

Send from the contact page through your own mailbox. It's logged without BCC tricks, summarised on the timeline, and the follow-up reminder cancels itself when they reply.

AI agents through MCP

Connect Claude and other AI assistants with "Sign in with Landing". They can find contacts, create deals, book meetings and log time, only ever within that person's own permissions.

Sources that fill themselves

Where every deal, company and contact came from, stamped by the form, chat or referral that brought them in, and never over what a person typed.

Sales that hands over by itself.

Marketing fills the pipeline you work. Operations turns a won deal into scheduled work and a real margin, without anyone re-keying it.

Which plan unlocks what.

Sales is in every plan. Clients who sign, book and pay are guests, and guests are always free.

Core

£29 per Builder · £4 per Member a month

  • Contacts, companies, deals and pipelines
  • Booking pages
  • Quotes, statements of work and e-signature
  • Invoices and checkout
  • Companies House checks on every company

Growth

Most teams

£69 per Builder · £6 per Member a month

  • Everything in Core, plus
  • Custom fields and access profiles
  • Sales sequences from your own mailbox
  • Playbooks that run across every team
  • Meeting notes that file into the CRM
  • Claude and other AI agents, signed in

Scale

Yearly

£119 per Builder · £9 per Member a month

  • Everything in Growth, plus
  • Single sign-on and an audit log
  • A named manager and same-day fixes
  • Website visitor identification
  • Multiple brands and legal entities

A 12-person agency on Growth. Four people sell in Landing every day as Builders. The other eight approve quotes and pick up handovers as Members.

£324a month, billed yearly

Builders work in Landing every day. Members approve, pick up tasks and see dashboards. Clients, partners and anyone who signs are free. Prices ex VAT.

Work out your price

Built for the questions IT, finance and your clients will ask.

Signatures with evidence, permissions that keep pipeline and pricing where they belong, and AI that can only act as the person it signed in as.

Audit trails that stand up

Every signature carries the signer, the time, the IP address and a fingerprint of what was signed. Till sales sit in a chained log that shows any edit. Access changes and sign-in events are logged, with a full audit log on Scale.

AI agents under your permissions

Claude and other assistants connect with "Sign in with Landing" and can only do what that person could do themselves. Read-only unless you say otherwise.

Access profiles

Named permission sets for your team, your clients and your partners. A person can hold several, and every screen and every query respects them, so pay, margin and client data stay with the people allowed to see them.

Sign-in you can enforce

Two-factor by authenticator app, SMS or email, with recovery codes and a company-wide switch that requires it of everyone. Single sign-on on Scale.

A client portal in your brand

Clients see their projects, invoices, tickets and deliverables under your logo and colours, and everything public runs on your own domains.

Several brands, one account

Each brand keeps its own logo, voice, domains, emails, pages and chat assistant. Separate legal entities on Scale.

API, webhooks and exports

A documented public API for leads, bookings, chat, subscribers, tracking and embeds. Signed webhooks in, HTTP calls out from any playbook, and CSV and PDF exports from the screens that hold your data.

UK GDPR in practice

Consent kept word for word, one-click unsubscribe, a company-wide suppression list, retention rules on uploads, and a published list of sub-processors. Built in the UK by a UK company.

More on how we look after your data in Security, and who we work with in Sub-processors.

Questions sales teams ask.

Anything else, ask us on the demo. We'll have your price worked out before you hang up.

Can we move from HubSpot or Pipedrive?

Yes. We move contacts, companies, deals and history for you, against success criteria agreed up front, and billing starts when we prove it's ready. Landing vs HubSpot.

Do clients need a seat to sign or book?

No. Anyone outside your company is a guest, and guests are free, whether they book a call, sign a statement of work or pay an invoice.

Will the e-signature hold up?

It's built for ordinary commercial contracts. Each signer is identified by their email link and consents explicitly, and the certificate on the PDF records who signed, when, from which address, and a fingerprint of exactly what they signed. Anyone can check a signed document on a public verification page.

We only want a CRM. Is the rest wasted?

It's in the price either way, and it stays out of your way until you switch it on. Most teams start with the CRM and bring in the next team when they see it working.

Where do sequences and call notes sit?

On Growth, with AI agents and playbooks. Contacts, deals, booking, quotes, e-signature and invoices are all in Core.

Bring your pipeline. We'll show you the rest.

Thirty minutes on the CRM you use today and what happens after a deal is won, with your price worked out before you hang up.

30-minute intro with TaitBook