Platform Module

CRM

Know every customer. Close every deal.

$19/mo

Everything you need to manage customer relationships

Track every lead from first contact to closed deal. Our CRM gives you a clear visual pipeline so you always know where each opportunity stands and what needs attention next.

Every interaction is logged automatically — calls, emails, meetings, notes. Your entire team sees the same customer history, so nobody drops the ball and every handoff is seamless.

Built for small teams who need power without complexity. Custom fields let you track what matters to your business, while smart filters help you focus on the opportunities that will close.

Features & Capabilities

Everything included with CRM.

Lead Capture

Automatically capture leads from your website forms, landing pages, and manual entry. Never miss an opportunity.

Visual Pipeline

Drag-and-drop pipeline stages customized to your sales process. See every deal at a glance and know exactly what needs attention.

Contact Timeline

Complete history of every interaction with each contact — calls, emails, meetings, notes — all in chronological order.

Custom Fields

Add fields that match your business needs. Track industry, deal size, referral source, or anything else that matters.

Team Assignments

Assign leads and deals to team members. Set permissions so everyone sees what they need and nothing they don't.

Activity Tracking

Track all sales activities — calls made, emails sent, meetings held. Understand what drives results for your team.

Notes & Attachments

Attach documents, proposals, and contracts to any contact or deal. Add notes that the whole team can reference.

Import & Export

Import contacts from CSV or other CRMs. Export your data anytime — your data always belongs to you.

Who It's For

See how businesses like yours use CRM.

Service Businesses

Track leads from inquiry to signed contract. Know which prospects need follow-up, which proposals are outstanding, and which clients are ready to close.

Sales Teams

Give your team a shared pipeline view. Assign leads, track activities, and forecast revenue — all without spreadsheets or sticky notes.

Freelancers & Consultants

Organize your clients and prospects in one place. Track project history, payment status, and follow-up reminders to keep your business running smoothly.