CRM

A full-featured CRM built to replace Salesforce, HubSpot, and Pipedrive. Track every contact, deal, and pipeline stage — with AI-powered scoring and one-click follow-up sequences baked in.

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What you get

Visual Kanban pipeline with drag-and-drop deal management

AI lead scoring that ranks contacts by close probability

Two-way Gmail & Outlook sync — every email logged automatically

Built-in call logging with AI-generated call summaries

Custom fields, tags, and unlimited pipeline stages

Built for how you actually work

Mortgage Brokers

Track loan files from pre-qual to closing with automated status updates to borrowers and Realtors.

Recruiting Firms

Manage candidates, job orders, and commissions in one pipeline — no spreadsheets.

Real Estate

Buyer & seller pipelines with MLS alert triggers and agent leaderboards.

SaaS Companies

Trial-to-paid conversion pipelines with automated nurture based on product usage signals.

More in Core Platform

✍️

E-Sign

Legally binding e-signatures

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Analytics

Reports, dashboards, KPIs

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Security Suite

SOC2 Compliant, 2FA, audit logs

Try CRM free for 14 days.

No credit card required. Cancel anytime.

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