CRM
A pipeline your team will actually keep updated — leads, deals and campaigns without the bloat.
Overview
A lightweight CRM your team will actually keep updated: leads, opportunities, Kanban pipelines and campaigns without the bloat. Website leads land here automatically, won deals become customers in Sales with no re-entry, and campaigns feed straight into conversion analytics.
Capabilities
Built to do the real work.
Kanban pipelines
Drag deals through stages with a clear view of what is likely to close and when.
Leads & capture
Inbound leads from the website and forms arrive automatically, ready to qualify.
Campaigns & target lists
Segment audiences, run campaigns and measure conversion end to end.
Won-deal handoff
A closed opportunity becomes a customer in Sales without anyone re-typing details.
What you can do
What CRM does
- Leads & opportunities
- Kanban pipelines
- Campaigns & target lists
- Automations
- Conversion analytics
Won opportunities become customers in Sales; website leads land here automatically; campaigns feed conversion analytics.
Let an AI employee qualify inbound leads against your ideal-customer profile and draft the first follow-up for approval.
How it works
From event to outcome, automatically.
Capture
Leads flow in from the site, forms and manual entry.
Qualify
Score against your ideal-customer profile — an AI employee can draft the first follow-up.
Progress
Move deals across the pipeline with activities and reminders.
Convert
Won deals become Sales customers; support and billing share the same record.
Works well with
Related modules
Because they share one data model, these light up together.
Questions