The CRM for agencies and service businesses
Find leads, win deals, keep clients happy and get paid.
Emails, meetings and calls log themselves, so your team spends its day with clients instead of on data entry.
10:0045 min
Discovery call · Brightpath HealthLisa Moreno, Daniel Brooks
Prep
HLHarbor Logistics – Driver Tracking App$64,000
Negotiation
Proposal viewed 3× · yesterday
Send revised proposal with GPS trackingTue Oct 20
Going cold
Summit Dental Group · no activity for 9 days
Every deal has a next stepDeals going cold are flagged before they're lost.
One inbox for every channelEmail, SMS, WhatsApp and website chat together.
Won deals become projectsHanded to Digital Project Manager with the client's details.