CRM

From first enquiry to repeat customer.

Every lead from every channel on one board, worked by the right person, with each call and follow-up remembered.

For anyone who sells: owners, sales teams and telecallers.

How CRM works

Capture

Web forms
A hosted or embeddable form that drops leads into a campaign.
CSV import and export
Bring your list in, take it out any time.
Public API and webhooksStarter+
Send leads from your website or any tool.
Campaigns
Group leads by source, with a board and numbers for each.
One number, one record
No duplicate leads. A repeat enquiry is logged, not copied.

Work leads

My Leads for telecallers
A queue and a Next button. Call from your own phone, log the outcome in one tap.
Follow-ups that nag
Call-backs become tasks, with a bell for what is overdue.
Kanban pipelineStarter+
Drag leads between stages. Rename stages to fit you.
Saved filters and bulk editStarter+
Find a group of leads once, act on them all.

Grow

Fair lead distributionStarter+
Split new leads between people by percentage.
Lead scoreStarter+
Score activities like "Demo booked" and sort by interest.
Automation rulesGrowth+
When this happens, assign, create a task or move the stage.

Included

Paid plans

One software

Same login, same records. A lead becomes a customer, an invoice and a payment without copying anything across.

Sixty days free, no card, and we move your data in for you. Be set up before the next invoice goes out.