Your internal CRM — deals, buyers and email in one thread.
A workspace CRM built for the way you actually sell. Track deals through your pipeline, group category buyers, and see every email conversation with an organisation stitched into one timeline — without leaving DARCY.
Who it's for
Sales leads
See every deal, its stage and who's touched it last.
Account managers
One thread per organisation — no more inbox archaeology.
Category buyers
Group buyers by category and target them together.
Why teams love it
Outcomes, not just features.
Deals + email in one place
Inbound and outbound email threaded onto the organisation record.
AI-drafted replies
Suggested responses grounded in your Xero + CRM context.
Category buyer groups
Segment your buyers by category and pitch the right products.
Pipeline you can trust
Stages, weighted values and next-actions built for retail teams.
How it works
Log deals
Add opportunities against organisations, with stages and values.
Thread emails
Inbound + outbound email attaches to the right organisation automatically.
Close & handover
Won deals feed into onboarding, orders and Xero cleanly.
Everything included
Deals & organisations
Custom pipeline stages
Build the stages that match how you sell.
Organisation records
One record per buyer, with contacts, deals and emails attached.
Category buyer groups
Group organisations by category for targeted outreach.
Conversations
Threaded email
Every message from or to a buyer stitched onto their record.
AI reply drafting
Suggested responses that know your account history.
Activity timeline
See touches, deals, orders and payments side by side.
Plays nicely with
Frequently asked questions
Does this replace my existing CRM?+
For most SME sales teams, yes — deals, buyers and email in one place, wired to Xero and orders.
How does email threading work?+
Forwarded or inbound-routed email is matched to organisations by domain and sender, and attached to the timeline.
Can I keep private notes?+
Yes — notes and activities can be scoped per user or shared with the team.
Pairs well with
Try CRM & Deals free for 14 days
No credit card required for demo requests.