Every customer,
organized.
Track leads, manage your pipeline, and see the full history of every customer relationship — in one place.
Stop losing customers
in the noise.
Every contact, lead, and company in one place. Search instantly, see what matters, and never lose track of who you talked to.
- ✓Contacts linked to jobs, invoices, and emails automatically
- ✓Company records group all contacts under one roof
- ✓Quick filters for leads, active customers, and past clients
- ✓Import from spreadsheets, forms, or existing CRM
See every deal
at a glance.
Move leads through your pipeline with drag-and-drop. Know exactly what needs a follow-up and what's ready to book.
- ✓Customizable pipeline stages for your sales process
- ✓Drag leads forward as they progress
- ✓Value and close-rate tracking per stage
- ✓Auto-move to booked when an estimate is approved
Your whole history,
right there.
Every call, email, estimate, job, and payment logged automatically. Walk into every conversation fully briefed.
- ✓Auto-logged activity: emails, calls, jobs, payments
- ✓Manual notes for anything not tracked automatically
- ✓Pinned notes for important customer context
- ✓Shared across your whole team in real time
More in CRM & Sales
Clearly labeled by current availability and launch stage.
Web forms that automatically create contacts in your CRM when submitted.
Assign follow-up reminders to yourself or teammates after every customer interaction.
Create itemized estimates and send them for digital approval from the CRM.
Tag and filter customers by trade type, location, value tier, or custom labels.
Automatically ask satisfied customers for Google or Yelp reviews after job completion.
Ready to get organized?
Start with a free evaluation workspace. No credit card required.