Visual drag-and-drop pipeline with customisable stages to track deals from lead to close.
Rich contact cards with conversation history, tags, custom fields, notes, and activity timeline.
Track deal value, probability, expected close date, and assigned salesperson for each opportunity.
Add unlimited custom properties to contacts — text, number, date, dropdown, or multi-select.
See every interaction (messages, calls, appointments, payments) in a single chronological view.
Automatically move contacts through pipeline stages based on actions like replies or payments.
When someone messages you on WhatsApp, a contact record is created automatically with phone, name, and conversation history.
Move contacts through pipeline stages — Lead, Qualified, Proposal, Won. See the full journey from first message to closed deal.
Enrich each contact with internal notes, colour-coded tags, and custom fields specific to your business (e.g., vehicle model, appointment type).
Never forget a follow-up. Set reminders that notify you or your team when it is time to reach out to a contact again.
Import your existing contacts from CSV, Google Contacts, or Google Sheets. Map fields automatically.
Create stages that match your sales process — New Lead, Contacted, Qualified, Proposal, Won/Lost.
Define fields specific to your business — budget, source, product interest, or any custom property.
Set up auto-tagging and stage transitions so contacts move through the pipeline automatically.
Track leads from initial inquiry through qualification, proposal, negotiation, to closed-won.
Manage new client setup with checklists, document collection, and milestone tracking.
Track subscription renewals and trigger re-engagement campaigns before contracts expire.
Free: Basic contact list. Starter: Tags and custom fields. Pro: Pipeline stages and deal tracking. Business: Full CRM with analytics.
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