CRM & Pipeline
Every relationship. Every opportunity. One place.
A CRM your team will actually keep up to date: leads arrive already attributed, every record has an owner and a next step, and the pipeline shows where the money is.
Customer records
Four records, joined up properly.
A lead belongs to a contact, a contact to a company, and an opportunity to all three. Open any of them and the rest of the story is there.
Companies
The businesses you work with, and everyone you know there.
Contacts
People, with their history of notes, calls and activity.
Leads
New enquiries with a status, an owner and the source they came from.
Opportunities
Deals with a value, a stage and an expected close date.
Leads
Leads that arrive with context.
Enquiries from tracked forms and Meta lead ads land in the CRM with their campaign attached. Search, filter by owner or source, and see at a glance which leads are new, stale or unassigned.
Duplicate submissions are caught. A double-clicked form or a lead delivered twice by an ad platform won't appear twice in your CRM.
Sales pipeline
A pipeline you can read from across the room.
Drag a deal to its next stage and the totals update. Qualified leads convert to opportunities in one step, keeping their history.
- New Lead
- Contacted
- Qualified
- Quoted
- Won
- Lost
Total open pipeline
The value of every open opportunity, and how it's spread across stages.
Win rate
Won against lost, so you know how many opportunities you need to hit a target.
Expected to close this month
Deals due to close soon, so nothing important is a surprise.
Tasks & follow-ups
Nothing slips because someone was busy.
Tasks sit on the lead, contact or opportunity they belong to, with an owner, a priority and a due date. Overdue follow-ups and opportunities without a next action surface on the dashboard before they cost you a deal.
- Lead owners and assignment
- Due today, overdue and upcoming views
- Notes and activity on every record
- Roles that control who can change what
See your pipeline the way your team works it.
We'll show you how leads, opportunities and follow-ups would fit the way your business sells.