CRM
Contacts, pipeline and booking
Contacts with tags and full email history, companies that lead to their people, a drag-and-drop deal pipeline, rule-based lead scoring and a public booking page.
What you get
- Tags with autocomplete. Choosing two tags narrows the list to contacts that have both.
- A seven-stage pipeline is ready on the first day, with Kanban and list views.
- Your booking page offers only open slots in your timezone and books straight into the CRM.
- Your other apps can add contacts, and payments, through a token-protected ingest API that never creates a duplicate.
What you decide
Everything here is yours to edit. Agents only propose.