CRM & Pipelines

A CRM that moves deals forward for you

Every contact, deal, and follow-up in one place — with pipelines that update themselves and AI that tells you who to call next.

14-day free trial · no credit card required

Everything in one record

Built to close, not just to store

👤

Unified contacts

One rich record per person — every email, call, note, and deal on a single timeline.

🔀

Pipelines that move themselves

Deals advance stages automatically when a form is filled, a call is logged, or a doc is signed.

Tasks & reminders

Auto-created follow-ups so no lead waits — your day, sequenced for you.

🎯

AI lead scoring

Every lead ranked by intent so you always know who to call next.

🧩

Smart segments

Filter and group contacts in a click, then launch a campaign to the exact list.

See it in action

Your whole pipeline, at a glance

Drag deals between stages or let automations do it. Switch to contacts to see the full history — every email, call, and note in one timeline.

  • Stages advance on real activity
  • AI flags the deals going cold
  • One timeline per contact
Start free
PipelineContacts
NEW2
Eastside 3-bed listing
$12,400MR
Policy renewal — Tan
$2,100DW
QUALIFIED2
Refi — Okonkwo
$8,900JO
Estate plan — Vega
$5,400PA
CLOSING1
Buyer — Lee family
$18,200TL
8+ hrs

saved every week on busywork

+32%

more deals reach close

2 min

to import your contacts

Put your pipeline on autopilot

Start free and import your contacts in minutes. Your AI takes it from there.

14-day free trial · no credit card required