The agency CRM
Your pipeline, contacts, and follow-ups, filled by the product.
The three tabs
Overview shows your pipeline value, what needs a follow-up, and where your leads come from. Pipeline is your deal list, filterable by stage. Contacts is every person and company the CRM holds.
How leads arrive
Widget runs and Alex calls on your agency line become deals on their own. You can also paste a list to import, or add a lead by hand with just a name and a phone number.
Working a deal
Deals move through stages you control, from New Lead to Proposal Sent. Every new lead gets a call task immediately, and each deal always carries one next step so nothing goes quiet without you seeing it. When you win, one click sets them up as a managed client.
Your data stays yours
The whole CRM exports to a spreadsheet in one click, free, no gate.
Keep reading
Ask us directly from the contact link in the footer, or see the whole product in motion first.