Every lead, every deal, never dropped.
Leads, contacts, deals, and full communication history in one place for each client. A visual pipeline makes sure nothing important slips away — from first contact to closing.
- Visual drag-and-drop pipeline stages
- Full conversation history on every contact
- AI lead scoring built in
$4.2k
$2.8k
$9.1k
$6.5k
What you get
A CRM that actually fits an agency
Unified contact records
Leads, contacts, and communication history live in one record per person — no more hunting across tools.
Visual sales pipeline
Drag deals between stages and see exactly where every opportunity stands, per client workspace.
AI lead scoring
Leads are ranked in real time by engagement and deal value so your team calls the hottest first.
Full history attached
Every email, WhatsApp, and social touch is tied to the contact — context never gets lost.
Per-client isolation
Each client’s leads and deals stay in their workspace. No cross-contamination between accounts.
Feeds your automations
A stage change or new lead can trigger a SmartFlow across WhatsApp, tasks, and social at once.