CRM for teams that move fast
Your pipeline, your customers, one command center.
Track leads, close deals and manage every customer relationship in one place. Per-seat pricing, monthly or yearly, and a workspace that is ready the moment you pay.
Cancel any time. Your data stays yours.
- Leads → Opportunities — Convert a lead into a contact, account and deal in one step.
- Saved views — Every rep sees their own queue; managers see the whole board.
- Custom fields — Add the fields your business needs; every dropdown is yours to edit.
- Reports & dashboards — From prebuilt to fully custom, with subscriptions by email.
- Echo — Call analysis and deal-risk warnings straight from Zoom.
Everything a sales team needs, nothing it has to fight.
Built for small and mid-sized teams that want a CRM they can set up in an afternoon and still be using in five years.
One pipeline, every relationship
Leads, contacts, accounts and deals with tasks, notes and a full activity timeline. Saved views keep each rep on their own book of business.
Reports you build yourself
Prebuilt dashboards on day one. On Professional, a report builder with filters, grouping and totals, and dashboards you lay out for the team.
Automation that follows your rules
Workflows assign owners, create tasks and send branded email templates when records change, so nothing waits on a person to notice.
Connected to the tools you run on
QuickBooks, Google Ads, CallRail, Airtable, Unbounce, Instantly, FrontSpin, Slack and Zoom. Each workspace connects its own accounts.
Echo call intelligence
On Expert, Zoom calls are analysed automatically: MEDDPICC deal health, risk warnings and a deal board that tells you where to spend the afternoon.
Secure by default
Two-factor authentication for every account, passkeys, private file storage, encrypted integration credentials and strict separation between customers.
Up and running in minutes
- 1
Pick a plan
Choose Starter, Professional or Expert, monthly or yearly, and the number of seats.
- 2
Create your workspace
Pay by card through Stripe. Your company workspace and admin account exist the moment payment completes.
- 3
Bring your team
Invite users, import a CSV, connect your website form. Add or remove seats whenever the team changes.
Simple, per-seat pricing
Three plans. Pay monthly, or yearly and save. Every plan includes two-factor authentication, passkeys and unlimited records.
Starter
A clean CRM for a small team.
$9.99 / seat / month
Choose Starter- Leads, contacts, accounts and deals
- Tasks, notes and activity timeline
- Saved views, CSV import and export
- Up to 10 custom fields, editable dropdowns
- Website form and visitor tracking
- Prebuilt reports and dashboards
- Two-factor authentication and passkeys
Professional
For teams with a pipeline to run.
$14.99 / seat / month
Choose Professional- Everything in Starter
- Report builder and custom dashboards
- Workflow automation and email templates
- Profiles, groups and sharing rules
- QuickBooks, Google Ads, CallRail, Airtable, Unbounce, Instantly, FrontSpin and Slack
- Unlimited custom fields
Expert
Call intelligence on every deal.
$24.99 / seat / month
Choose Expert- Everything in Professional
- Echo: automatic Zoom call analysis
- MEDDPICC deal health and risk warnings
- Deal board and conversation trackers
- Priority support
Prices in USD per seat. Change plan or seats at any time; upgrades are prorated. Cancel any time from your billing page.
Ready to run your pipeline from one place?
Create a workspace now. Your team can be working in it before the coffee is cold.
Create your workspace