The CRM that keeps every opportunity moving.
Capture leads from anywhere, prioritize the ones most likely to buy, and drag deals across a pipeline built around how you actually sell. Then turn a won deal into a project in one click.
Capture every lead. Prioritize the right ones.
Leads arrive from your website contact forms, CSV imports or quick manual entry. Label them Hot, Warm or Cold, tag them, record where they came from and assign a teammate, so nobody wastes time on the wrong prospect.
- Website form integration adds leads automatically
- Import from CSV and export any time
- Hot, Warm & Cold labels, tags and lead sources
- Assign leads to team members
A pipeline that works the way you sell.
Convert a qualified lead to a deal in one click, then drag it from stage to stage. Customize every stage, set win probability, and mark deals won or lost instantly. Won deals become projects without re-typing anything.
- Fully customizable stages and order
- Deal value, currency and win probability
- One-click Won / Lost
- Move a won deal straight to a project
Every call, task and file in one timeline.
Open any lead or deal to see the full story: tasks and meetings, notes, attached files, estimates and history. Schedule the next step before you leave the record, and let reminders keep you on track.
- Tasks, meetings and activities with due dates and priorities
- Notes and file attachments on every record
- Create estimates right from the deal
- In-app and email notifications
Turn website visitors into pipeline.
Connect a supported contact form and every submission lands in Enterprised as a new lead, complete with the details your visitor entered. No copy-and-paste and no lost inquiries.
- Supported form plugins feed leads automatically
- Custom fields for the data you care about
- Lead source tracking for every inquiry
Everything you need to manage relationships
Built for small and growing teams, with the depth of enterprise CRM.
Custom fields
Add your own fields to leads, deals and projects.
Team roles
Admin, Manager and Staff roles with adjustable permissions.
Notifications
On-screen and email alerts for activity you care about.
Import & export
Move data in and out with CSV whenever you need.
Email from the CRM
Email leads directly using the built-in mailer or your own SMTP.
Scheduling
Tasks, meetings and checklists with due dates.
REST API
Read and write leads, deals and clients programmatically.
Any currency
Track deal values in the currencies you sell in.
Everything works together
Every feature shares the same clients, deals and documents, so nothing gets re-typed and nothing slips through the cracks.
Can I import my existing leads?
Yes. Use the lead import option to upload a CSV file, and export your leads at any time for email marketing or other tools.
Can website inquiries become leads automatically?
Yes. When someone submits a supported contact form on your website, their details are added to your Leads automatically.
Can I customize the pipeline stages?
Yes. Stages are fully customizable. Add, rename, reorder or remove them from Settings so the pipeline matches your sales process.
Can I add my own fields?
Default fields can’t be renamed, but you can add unlimited custom fields to leads, deals and projects.
How many users can I add?
As many as you need. Every plan includes unlimited users, with role-based permissions to control access.
Stop losing deals in spreadsheets.
Get a full CRM, pipeline and project tools for $29/month. Try it free for 30 days.