Product · Sales pipeline
Forms become customers. Customers move through your pipeline.
Every enquiry, application or order lands as a contact with its answers attached, on a pipeline board with won and lost stages, and a plan already built.
Records shaped to your businessYour own fields, grouped your way.
Boards with won and lost stagesHonest numbers, by stage.
One action for fifty contactsMove a stage for a whole list at once.
Deliver work from your inboxProjects and deliverables per client.
Customer records shaped to your business
A dentist's record and a uniform supplier's record are different. Define your own fields, group them, and every contact carries them alongside notes, tags and files.
Fourteen field types and file uploadsSpreadsheet import with one-click rollbackNotes, tags and files on every contactBranded PDF of any submission
Boards with stages, owners and dates
Move contacts through stages you define. Won and lost are stages too, so the numbers are honest. Fifty contacts can take one stage action at once.
Pipeline boards with won and lost stagesOne stage action for fifty contactsComments, @mentions and attachmentsMy Tasks across every board
Send from your own inbox; replies become contacts
Connect Gmail, Outlook or any SMTP server. Outreach sequences run across several inboxes, and every reply becomes a contact.
Outreach sequences across inboxesReplies become contacts automaticallyMerge fields for contact, brand, productSender name and signature per inbox
How it works
One enquiry, end to end
1Someone fills a formAn enquiry, application or order, on your own domain.
2They become a contactCreated or matched, with their answers linked.
3Their plan is clonedTasks with dates and owners, from the persona's journey.
4They move through the boardStage by stage, to won or lost.
Sales Pipeline questions
Yes, from a spreadsheet, with a one-click rollback if the import was wrong.
Bring your customers across
Import a spreadsheet, connect your inbox, and the pipeline is live the same day.