Nothing slips through.Not a single lead.
Leads, deals, tasks and follow-ups — routed, dated, and never left quiet.
Product
The whole pipeline, in one place
Not a folder of disconnected tools. Leads become deals, deals carry tasks, and every record keeps its own history.
Leads
Capture enquiries from any source, score them, spot duplicates, and auto-assign to the right owner by your own rules.
Deals & pipelines
Configurable stages per pipeline, stage actions, and expected-close reminders so nothing stalls quietly.
Tasks & follow-ups
Every record carries its next step. Deadlines and follow-ups turn into reminders before they turn into problems.
Relationships
Companies, projects and customers linked to the leads and deals they belong to — one thread per relationship.
Dashboard
One screen with what needs you today: fresh leads, due follow-ups, and deals that have gone quiet.
Intelligence
Analytics and reports built on your live pipeline — conversion, ageing and workload by owner.
Workflow
How teams run it
Three moves. The rest is your process, configured once.
- 01
Bring your enquiries in
Add leads by hand, or point your website and ad forms at the inbound API. Duplicates get flagged on the way in.
- 02
Route and work them
Auto-assignment picks an owner from the right pool. Stages, tasks and follow-up dates keep the next step obvious.
- 03
See what's really happening
Dashboards, reports and reminders show where deals sit, what's ageing, and who is carrying how much.
Platform
Built for more than one team
Each workspace is isolated, permissioned and configured on its own terms.
Role-based access
Structural roles with per-user overrides, and every query scoped to the workspace it belongs to.
Email automation
Assignment notices, reminders and a daily digest — on a cadence each workspace sets for itself.
Audit trail
Every create, edit and delete is written to the workspace's audit log — who changed what, and when.
Inbound API
Issue a scoped, rotatable API key and push leads in from your website, ads or any external source.
Tags everywhere
One tagging system across leads, deals, tasks, companies and contacts — slice the whole workspace by it.
Made to fit
Pipelines, stages, roles, task types and accent colour are per workspace. Your process, not a vendor's.
Ready when your pipeline is
Sign in to pick up where your team left off, or send us a note and we'll walk you through setting a workspace up.