A real CRM — not a glorified spreadsheet. Manage contacts and companies, drag deals through your pipeline, send tracked emails, automate follow-ups, and see exactly where your revenue is coming from. AI assistant included.
Every plan includes contacts, deals, pipeline, email, tasks, calendar, automations, AI assistant, analytics, and CSV import — no per-seat add-ons or "Enterprise" gates. Save more on longer cycles.
Built for closing deals, not for filling out forms. Contacts, deals, email, tasks, automations, and analytics — under one login.
Track every person you talk to, the company they work for, and the deals tied to them. Tags, notes, custom fields, full history — all on one timeline.
Kanban-style sales board. Move deals between stages — Lead, Qualified, Proposal, Closed — by dragging cards. See your forecast and conversion at a glance.
Send and receive email inside the CRM. Connect your own SMTP or SendGrid; see when prospects open your emails so you know when to follow up.
Tasks attached to contacts and deals. Built-in calendar for meetings and call-backs. Reminders so nothing slips between the cracks.
Triggers on contacts, deals, emails, and tasks: auto-assign new leads, send follow-up emails after X days, move deals when criteria are met. Set it once, runs forever.
Built-in AI helps draft emails, summarize a contact's history, suggest next steps on a deal, and answer questions about your pipeline data.
Pipeline value, win rates, top reps, top sources, deals by stage, activity reports. Real-time dashboards plus exportable reports for your weekly review.
Bring contacts in from a spreadsheet (or another CRM) with the CSV importer. Export at any time — your data is never locked in.
Track every lead from first email to closed deal. See whose pipeline is moving and whose isn't. Forecast revenue without spreadsheet gymnastics.
Keep client conversations, proposals, and project history in one place. Reactivate dormant contacts with automation when their renewal cycle comes around.
Investor pipeline, customer interviews, partnership outreach — all on one board. AI summarizes a contact before your next call.
Long sales cycles need long memories. Tag contacts by property type, policy, or service tier; set automated check-ins so leads stay warm.
Contacts, deals, email, tasks, AI, automations, analytics — all under one URL. No "connect this integration" tax just to send a follow-up email.
Pick a plan, log in, import your contacts. Drag your first deals through the pipeline and let AI draft your next follow-up. Setup takes under three minutes.
Get CRM — $22.50/mo