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CRM

Your clients, before they are clients

A pipeline with your own stages, built on the client records you already keep.

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From the first call to the contract

  1. Lead, prospect, client and former client are four moments of a single record. Win the deal and the record already carries its whole history.

  2. Stages you build yourself, across more than one pipeline if you need it. The amount is written as a monthly fee, a one-off payment and a number of contract months.

  3. The queue says who to call next. You log the outcome and the deal moves on, or goes back in the queue for later.

What you get

Several pipelines, with stages you create

Every stage is a row with its own probability and its own color, and you are the one who makes it. Run one pipeline for new business and another for what is already in the house.

  • The amount, the way you charge it

    A monthly fee, a one-off payment and the months of contract. The year and the total come out of that, with no tally kept somewhere else.

  • Contacts and companies

    The people you talk to, filed under their company, with one main contact for each.

  • My day, with call and WhatsApp

    The queue for the day, an outcome picked from a list after every call, and the link to dial or to write on WhatsApp.

  • Meetings and a timeline

    Meetings arrive from your Google Calendar and, with the booking page, from your booking link, attendees included, and every note, every call and every change stays on the company record.

  • Lists, fields of your own and a dashboard

    Filter and group however you like, add the fields you are missing, and the dashboard sums up the pipeline, the forecast and what you closed.

Who it is for

Agencies

Common questions

Is this a second list of clients?

No, it is the same one. The company you are chasing and the client whose three brands you already run are one record at two moments of its life.

Can I have more than one pipeline?

Yes, from day one. Each pipeline has its own stages, with their probability and their color, and a deal lives in one of them.

Keep going

Build your pipeline
this week

Create the first pipeline, drop in three deals and open My day. The client record is already there.

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