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CRM

Every lead, deal and follow-up in one place.

A simple CRM to track leads, manage your sales pipeline and never miss a follow-up.

The CRM's sales pipeline: deals moving from new lead to contacted, proposal and won.

Features

What CRM does for you.

  • 01Lead captureCollect leads from forms, calls and chat.
  • 02Visual pipelineDrag deals through each stage.
  • 03Follow-up remindersNever let a lead go cold.
  • 04Contact historyEvery call, email and note together.
  • 05ReportsSee what is closing and why.
  • 06IntegrationsWorks with OmniKit and your tools.

How it works

Up and running in three steps.

  1. 1Import contactsUpload or connect your sources.
  2. 2Set your stagesMatch how your team sells.
  3. 3Sell and trackPipeline and reports update live.

Built for

  • Sales teams
  • Agencies
  • Clinics
  • Service businesses

Ready to try CRM?

See it working for your business in a 30-minute demo.

Book a demo →

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