The system that runs your entire business behind the scenes
Every lead, conversation, sale, task and automation flows through your CRM - giving you one place to track, manage, and grow your business without things slipping through the cracks.
Everything connects back to your CRM
Your CRM is not just a contact list — it’s the central system where every interaction, lead, deal, and automation lives and connects together.
All contacts in one place
Every lead, customer, and interaction is stored and tracked.
Full activity timeline
See messages, emails, calls, payments, and actions in one view.
Fully connected system
Forms, funnels, emails, and payments all feed into the CRM.
Automation-ready
Every action can trigger follow-up automatically.
Every lead and customer, fully tracked
Each contact has a complete record showing their information, behavior, history, and relationship with your business.
Full contact records
Name, email, phone, tags, custom fields, and more.
Activity timeline
See every message, call, form, and action in one place.
Multiple contact methods
Store multiple emails and phone numbers per contact.
Auto-created contacts
Contacts are created automatically from forms, bookings, and messages.
Organize and track your contacts your way
Tags let you label and group contacts for targeting, automation, and tracking — giving you full control over segmentation.
Flexible tagging
Label contacts by source, interest, status, or behavior.
Automation triggers
Use tags to start workflows or move contacts through systems.
Bulk actions
Apply or remove tags across multiple contacts instantly.
Campaign tracking
Track where leads came from and what they’ve interacted with.
Dynamic lists that update automatically
Smart Lists automatically group contacts based on filters like tags, behavior, or activity — no manual updating required.
Real-time updates
Contacts are added or removed automatically.
Advanced filtering
Use AND/OR logic for precise segmentation.
Behavior-based grouping
Segment by activity, engagement, or pipeline stage.
Workflow integration
Use Smart Lists to trigger automated campaigns.
See exactly where every deal stands
Pipelines give you a visual view of your sales process — showing where leads are, what needs attention, and what’s closing.
Kanban board view
Drag and drop deals between stages.
Custom stages
Create your own pipeline based on your business flow.
Deal tracking
Track value, status, and progress of each opportunity.
Multiple pipelines
Run different processes for different services or offers.
Nothing falls through the cracks
Tasks keep your team organized and ensure every lead and customer gets the follow-up they need.
Assign tasks
Create tasks for yourself or your team.
Due dates
Set deadlines and stay on track.
Linked to contacts
Tasks are tied directly to contacts and deals.
Automation-ready
Create tasks automatically based on actions.
Track exactly what matters to your business
Customize your CRM to match your business by adding fields, objects, and structured data beyond the basics.
Custom fields
Store any data like budget, preferences, or lead type.
Custom objects
Track things like properties, subscriptions, or assets.
Company records
Manage B2B relationships and multiple contacts per business.
Reusable values
Use global values across emails, funnels, and automation.
Understand your contacts instantly
AI can summarize a contact’s entire history — giving you instant insight without digging through data.
Instant summaries
See communication history and activity at a glance.
Ask questions
Get answers like “What did they buy?” or “When is their next appointment?”
Full data visibility
Includes messages, payments, appointments, and tasks.
No setup needed
Works instantly using your existing data.
Every action triggers what happens next
Your CRM is fully connected to automation — meaning every change, action, or update can trigger follow-up instantly.
Trigger workflows
Start automation when contacts take action.
Update records automatically
Change fields, tags, and stages without manual work.
Pipeline automation
Move deals through stages automatically.
End-to-end system
From lead to sale to follow-up — all connected.
Your CRM runs everything behind the scenes
A lead comes in, gets tracked, moves through your pipeline, receives follow-up, and becomes a customer — all managed from one place.
Capture
Leads enter through forms, funnels, or messages.
Track & manage
All activity, communication, and deals are organized.
Convert & automate
Turn leads into customers and trigger follow-up automatically.