Collect, manage, and track your leads to turn them into customers

Focus on increasing revenue through managing your leads and build pipelines to move your prospects to customers

ALL IN ONE WORKFLOW MANAGEMENT SOLUTION TO CLOSE REVENUE, MANAGE ENGAGEMENTS, ONBOARD AND SUPPORT CUSTOMERS

Create, manage, and track leads for you and your firm

Create your leads and manage, track, and attribute those leads to your how you found them. Store your proposals, meeting notes, and closing dates to be diligent in gaining new customers

Build pipelines to track, manage, and work to close your leads and opportunities.

Categorize your leads in pipelines to track your contacts. Build pipelines for the different types of leads to correctly pursue and close the opportunities available to your firm.

Track your revenue through leads, proposals, notes, and tasks.

Utilize the CRM to store the historical context of your leads, your proposals, notes, and tasks on accounts to follow up, close, and retain revenue and your customers

USE AN ALL-IN-ONE SOLUTION TO MANAGE YOUR END TO END OPERATIONS

 offers a streamlined workflow automation solution tailored for consultants and service-based companies and teams. Use a simple CRM, customer onboarding templates, project management templates, helpdesk ticketing, resource scheduling, file storage, and communication—all in one platform. With easy deployment and customization within an hour, no task requires more than five clicks. Designed with non-technical business leaders and teams in mind, it's the ultimate solution for efficiency.

WORKFLOW AUTOMATION

Use automated rules with templates to quickly streamline actions, tasks, and notifications within your team and customers

PROJECT MANAGEMENT

Manage your customers engagements using tasks, time tracking, approvals, conditional logic, escalations, and share with your customer

HELPDESK AND CSAT

Track and respond to customer questions and requests to measure customer satisfaction

TASK MANAGEMENT

Assign your team and your customers tasks to complete objectives in a collaborative way

AI PROPOSAL BUILDER

Create proposals for prospects or current customers utilizing AI to drive revenue

CRM AND INVOICING

Use a simple CRM to manage your leads, pipeline, invoice, and see a full lifecycle of your customers

RESOURCE SCHEDULING

Assign work to team members who have available hours based on current or upcoming work

FILE STORAGE

Securely allow customers to upload, retain, and file documents to be shared between your customer and your team

MANAGEMENT VISIBILITY

Allow your executive team and management to know the health of all customers at any time