Built for Sales & Client Management

The CRM that closes
more cases

Manage your pipeline, automate follow-ups, and convert more enquiries — from first contact to signed retainer.

Trusted by UK Law Firms

14-day free trial No credit card required Cancel anytime
Pipeline & CRM
WhatsApp Business
AI Case Notes
E-Signing & Forms
Drip Sequences
Pipeline & CRM · WhatsApp Business · AI Case Notes (GPT-4o) · ElevenLabs AI Calls · E-Signing with OTP · TikTok & Meta Lead Ads · Drip Sequences · SLA Deadline Tracking · 43 Visa Route Templates · Multi-tenant & Isolated · Pipeline & CRM · WhatsApp Business · AI Case Notes (GPT-4o) · ElevenLabs AI Calls · E-Signing with OTP · TikTok & Meta Lead Ads · Drip Sequences · SLA Deadline Tracking · 43 Visa Route Templates · Multi-tenant & Isolated ·
43Visa route templates
5Channels in one feed
100%Data isolated per org

Everything you need

One platform.
No duct tape.

Stop losing leads between spreadsheets, WhatsApp threads, and sticky notes.

📊
Pipeline & CRM
Contacts, Enquiries, Leads, Opportunities, and Cases — all linked. Kanban views, list views, and won/loss revenue tracking.
🤖
AI-Powered Features
GPT-4o for case note formatting, eligibility scoring, and risk assessment. ElevenLabs for automated AI voice outreach.
💬
All Channels, One Feed
Email, WhatsApp Business, SMS, and voice notes — every conversation logged against the case record automatically.
⚡
Automation & Sequences
Multi-step drip campaigns across email, SMS, WhatsApp, and AI calls. Auto-enrol on stage change. No coding required.
📝
Case Management
SLA deadline tracking, colour-coded escalation alerts, immutable case notes, and caseworker workload visibility.
✍️
E-Signing & Forms
Branded intake forms, PDF e-signing with OTP verification, and shareable client info links — all audit-logged.

Inside the platform

Built for real legal workflows

Pipeline
Visual pipeline your whole team can follow
Configurable stages per entity. Kanban and list views. Live sales target progress.
New
Mohammed K.
Qualified
Priya S.
James O.
Consult
Aisha R.
Retainer
AI
GPT-4o inside every case
Case notes, risk assessment, eligibility scoring, and advice slips — in seconds.
AI case note
Client attended re: Skilled Worker visa. Sponsor licence confirmed. Salary threshold met at £42k. Risk: Low. Recommend proceeding.
Communication
Every channel, one timeline
All messages threaded to the case record. No switching apps.
WhatsApp
Email
SMS
Voice Note
AI Call
Automation
Set sequences. Let them run.
Multi-step campaigns across all channels. Stop on reply, booking, or stage change.
Lead arrives
Email +0h
WA +1d
AI Call +3d
Booked ✓
Lead Generation
Ads to CRM in seconds
TikTok, Meta, and Google lead ads sync instantly. Round-robin assignment and auto-deduplication.
Reporting
Dashboards that drive decisions
Pipeline value, win rate, campaign ROI, team leaderboard, and weekly KPI digests.
Case Management
SLAs you won't miss
Colour-coded deadline indicators, escalation alerts, and immutable case notes.

Pricing

Simple, transparent pricing

Start your 14-day free trial on any plan. No credit card required. Cancel anytime.

Starter
Essentials
Everything a small firm needs to get started and manage their pipeline.
£24/user/mo
Billed monthly · save 20% annually
  • Pipeline & CRM (Contacts, Leads, Cases)
  • Kanban & list views
  • Email (IMAP) — shared & personal inboxes
  • WhatsApp Business messaging
  • SMS via Twilio
  • Consultation booking & calendar
  • Basic reporting & dashboards
  • Document templates & PDF generation
  • E-signing with OTP verification
  • Up to 3 users
  • AI case notes & risk assessment
  • ElevenLabs AI calls
  • Drip sequences
  • Lead ad integrations
Most popular
Growth
Professional
Full automation, AI, and multi-channel comms for growing firms.
£39/user/mo
Billed monthly · save 20% annually
  • Everything in Essentials
  • AI case notes, eligibility scoring & risk assessment (GPT-4o)
  • AI-generated advice slips (GPT-4o-mini)
  • Drip sequences (email, SMS, WhatsApp, AI calls)
  • ElevenLabs AI phone call outreach
  • Meta & TikTok lead ads integration
  • Round-robin agent assignment
  • Lead deduplication engine
  • SLA tracking & escalation alerts
  • Campaign ROI & attribution reporting
  • Team leaderboard & KPI email reports
  • Up to 15 users
  • Multi-tenant / multiple organisations
Enterprise
Scale
Multi-org, full control, and advanced compliance for larger practices.
£59/user/mo
Billed monthly · save 20% annually
  • Everything in Professional
  • Multi-tenant — full data isolation between orgs
  • Superadmin & Org Admin role hierarchy
  • User training mode with modules & quizzes
  • Training → Probation → Live progression
  • DocsCheck document verification
  • 43 GOV.UK visa route templates pre-loaded
  • iOS Scriptable home screen widgets
  • Custom branding & SRA compliance settings
  • Dedicated onboarding session
  • Priority support
  • Unlimited users

All plans include a 14-day free trial. No credit card required. Need a custom quote? Get in touch →

Platform depth

The details that matter
to law firms

Reporting

Numbers your
MD will care about

Pipeline value dashboards, sales velocity, conversion funnels, campaign ROI attribution, team leaderboards, and weekly KPI email reports — all event-driven in real time.

£284k
Pipeline value
68%
Win rate
Team leaderboard
SA
Sania A.
12
MJ
Marcus J.
9
RP
Riya P.
7

Team & Access

Full control,
instant action

Disable a leaver and they're logged out of every device in one click. Training mode takes new staff through modules and probation before they go live.

Team members
AK
Amir Khan
Org Admin
Live
SB
Sara Bello
Staff
Probation
JR
James Rhodes
Staff
Disabled

Technology

Modern, secure,
and built to scale.

No legacy architecture. Built on the same stack trusted by fast-growing SaaS businesses.

Frontend
ReactTypeScriptTailwind CSS
Backend
Node.jsExpress.jsTypeScript
Database
PostgreSQLDrizzle ORM
Auth
Passport.jsSessions
AI
GPT-4oGPT-4o-miniElevenLabs
Messaging
TwilioWhatsApp Business API
Email
BrevoIONOS IMAP
Lead Ads
Meta Graph APITikTok API
Files
Google Cloud Storage
Signing
Custom OTP Engine
Verification
DocsCheck API
Hosting
Replit Cloud (auto-scaled)
Security
DocsCheck Integration
Secure backend proxy — no API keys exposed to the frontend.
Reliability
Automatic backups
PostgreSQL auto-backed up. Files in Google Cloud with built-in redundancy.
Published by
Zayn Productions Ltd
Co. No. 16892199
1 Alvin Street, Gloucester, GL1 3EJ

FAQ

Common questions

It was built for and used by immigration and housing law firms, but it works for any professional services firm that needs to manage a multi-stage sales pipeline with strong communication and compliance requirements.
Sign up with your name, organisation, email, and password. You'll get full access to your chosen plan for 14 days with no credit card required. At the end of the trial you can subscribe or your account will be paused.
Yes — you can upgrade or downgrade at any time. Upgrades take effect immediately and you're billed pro-rata for the remainder of your billing period.
Every record — contacts, cases, emails, files — is tied to an organisation ID. No data is ever shared or visible across organisations. Each team operates in a fully isolated environment.
Yes. Sales Hub Cloud connects directly to the WhatsApp Business API via Twilio. You can send and receive messages, run automated drip sequences, and log all conversations against a contact or case record.
Yes to both. Facebook/Instagram leads sync automatically via the Meta Graph API. TikTok leads arrive via real-time webhook and are also pulled on a 10-minute schedule as a fallback. All leads are deduplicated and assigned automatically.
You can disable their account with one click. They are immediately blocked from logging in and logged out of all active devices at the same moment.
Yes. HTML document templates with merge fields, PDF generation, and OTP-verified client signatures — all fully audit-logged.

14 days free.
No credit card needed.

Start your trial today and see why UK law firms choose Sales Hub Cloud.

Questions? Email [email protected]