Getting started with CRM & sales
Capture leads, walk them through a pipeline, convert the winners into invoiced clients. The whole lifecycle in one product.
Leads — capture, qualify, track
Every lead carries an owner, source, stage and next-action date. Discipline on those four fields keeps the pipeline honest.
Sales pipelines and the board view
One pipeline per repeatable sales process. Up to 7 stages. The board view is where the team actually drives deals forward.
Lead capture forms — public forms that land in CRM
Embed or share a form. Every submission becomes a Lead automatically, routed to the right pipeline stage and owner.
CRM automations — emails, reminders, stage routing
When a lead moves, something else should usually move with it. Automate the repetitive bits so the team focuses on conversations.