PIPELINE
Pre-built for your vertical
Stages, fields, and statuses already configured for coaching, real estate, gyms, and consultancies. No two-week setup. No consultant invoice.
- Vertical templates
- Custom stages in clicks
- Drag-to-reorder kanban
FEATURES
Everything to close the loop.
Six tools that usually need three vendors and a consultant. Built into one CRM, priced for the whole team.
Core features to stop leaking leads
AUTO-DIALER
A queue that calls itself
Press one button. The next lead loads, the call connects, the outcome gets logged. Your team stops fishing for who to call next.
- One-tap dial
- Auto-log outcomes
- Smart callback scheduling
WHATSAPP
Native to the inbox
Templates, follow-ups, and replies live inside the lead view. No app-switching, no copy-pasting from a separate WhatsApp tool.
- Approved templates
- Auto follow-up sequences
- Reply-thread context
ONE INBOX
Every channel, one timeline
Email, WhatsApp, calls, notes. All sorted on the lead's timeline so the next caller doesn't have to ask 'where did we leave off?'
- Email sync (Gmail)
- Activity timeline
- Shared lead notes
LEAK AUDIT
Stop the silent drop-offs
Weekly report of leads that went cold, callbacks that were missed, and reps who are sitting on hot pipeline. The leaks you don't see today.
- Cold-lead alerts
- Missed-callback report
- Owner-only weekly digest
OWNER DASHBOARD
The view from the top
Funnel, conversion, rep leaderboard, source ROI, objection paretos. The numbers you need before every Monday standup.
- Funnel + conversion
- Rep leaderboard
- Source ROI
Start your 14-day free trial →
No card. No setup call. Real data in under 10 minutes.