Every lead. Every interaction. One workspace.
Centralize lead information, ownership, source, status and activity — so your team always knows what needs attention next.
- Capture from Google Sheets, file uploads and Meta Lead Ads exports
- Automatic assignment — round-robin, priority rules and a fallback owner
- Duplicate detection on phone number before a lead is created
- Lead, contact and company records connected as one customer view
- Global search across leads, contacts, accounts and opportunities
- Saved views, filters and bulk actions
Lead capture
Bring leads in from a Google Sheet, a CSV or Excel upload, a Meta Lead Ads export, or created directly by your team. Meta export quirks — id prefixes, test rows, split names — are handled for you.
Ownership and assignment
Rules assign each lead to the right person the moment it arrives, with round-robin distribution across a target pool and a fallback owner. Rules can match on source, programme, city and state.
Statuses and sources
Track where every lead came from and where it stands, using the status and source lists your team configures.
Duplicate detection
Incoming leads are matched on phone number and flagged before a duplicate record is created.
Activity timeline
Calls, notes, WhatsApp messages, emails and follow-ups all appear on the same record.
Search, views and bulk actions
Find anything across five record types, save the views your team works from, and act on many records at once.
Bring your entire sales process into one workspace.
Capture leads, stay on top of follow-ups, manage conversations, move opportunities forward and keep payments connected to the deal.
Currently onboarding new teams — we’ll get you set up personally.