For consultancies with 1–30 employees, Yoin Networks can be the only lightweight sales tool: companies, contacts, deal boards, follow-up and who knows whom. For medium-sized and larger consultancies already using HubSpot, Salesforce or Upsales, Yoin adds a simple relationship and collaboration layer for partner deals and the contact puzzle. Share the deal room without exposing amounts or margins and choose your own board or a simple shared-deals list.
A consultancy’s deals come through relationships and referrals, not cold lists.
Traditional CRMs structure formal pipelines and forecasting. Yoin can simplify sales in a small company or complement an existing CRM in a larger one.
Partner deals and the contact puzzle need a simple shared room where parties collaborate without sharing their entire registers.
Contact and company register with relationship context (who knows whom, where you met).
Deal boards with a follow-up pulse – the next step is always visible.
Guest link: invite a subcontractor or partner into a single deal in ten seconds.
Your AI assistant reads and updates the register, so meeting notes are logged in seconds.
Keep internal team discussions separate from shared partner discussions on the same deal, with a consolidated overview in the message inbox.
Upload files or link documents from Microsoft 365 (OneDrive/SharePoint) and external links directly to the deal, Workspace or meeting room. Keep supporting material together in the right context.
An IT consultancy and a change-management firm submit a joint bid to a region. Both see the same next step, while each tracks its own fee on its own board.
Two weeks later, the agency finds an IT need at one of its clients and passes the ball back.
Partner deal · private amounts
Run a specific deal together with a partner. Share the deal room, context and next steps without exposing amounts or margins. Each party chooses their own board or a simple shared-deals list.
An IT consultancy and a change-management firm submit a joint bid to a region. Both see the same next step, while each tracks its own fee on its own board.
Door Opener · Doer · Customer
Three roles in concert: the Door Opener who gives a warm intro, the Doer who drives the deal, and the Customer. The Door Opener stays in the loop without being dragged into needless noise.
An accountant tips off an ERP consultant about a client outgrowing its system. The consultant runs the deal and the accountant gets a short status pulse when the contract is signed – no email chains.
Secure link · one single deal
Invite an external consultant or partner into a single deal via a secure link. They are in immediately – and can mirror the deal to their own free Yoin account with one click.
A sales manager invites a freelance solution architect into a single tender. The architect is in within ten seconds and sees only that deal.
Claude · Copilot · ChatGPT
Your AI (Claude, Copilot or ChatGPT) reads and updates your shared context, suggests who should contact whom and logs meeting notes in seconds.
After a client meeting the salesperson dictates a summary to Claude, which logs the meeting, moves the deal to Proposal and adds a follow-up for Friday.
| Traditional CRM (HubSpot, Salesforce, Upsales, Pipedrive) | Yoin Networks | |
|---|---|---|
| Focus | Formal pipeline, sales process and forecasting | Relationships, the contact puzzle and shared partner deals |
| Share a deal with a partner | Collaboration options depend on the system and setup | Shared deal room, private amounts; your own board or a simple list |
| Who knows whom at the customer? | Customer and contact data in the organisation’s CRM | Solve the contact puzzle with selected partners without sharing address books |
| Small or larger consultancy? | Structure for the team’s pipeline and forecast | A lightweight sales tool for small companies; a relationship and collaboration layer alongside an existing CRM for larger ones |
Free for your Personal Network.
You only pay for shared Company or Partner Workspaces or extended capacity. Pilot pricing by team size is set together with our pilot companies.
Free guest seats for shared deals – no licence required.
One that requires minimal data entry and handles the fact that deals come through relationships and partners. That is what Yoin is built for.
Yes. With Own Boards you share the deal room without exposing amounts or margins. Each party chooses their own board or a simple shared-deals list – a partner does not need to run a pipeline board.
Your personal room and guest seats for shared deals cost SEK 0. You only pay for shared Company or Partner Workspaces or extended capacity. Company plans are priced by team size during the pilot period.
The only CRM your small company needs – and it shares deals with partners
The room where new deals and concepts are born between companies, before they fit the group CRM
From dead PDF reports to living company assessments and measurable member value