CRM, project management, automations, AI insights, communication, and analytics — in one platform for one price.
Manage every contact, deal, and company with custom fields, tags, activity timelines, and full-text search. Import from Stripe or CSV in seconds.
Drag-and-drop Kanban boards with industry-specific stages. Track value, forecast revenue, and monitor deal velocity — deals that stall turn amber, then red.
Track time, budgets, margins, and team allocation. When a deal closes, one click converts it to a project with all the context. Replace Monday.com.
Predictive ghosting alerts detect when contacts go cold. Health scores combine 5 signals into one number. Revenue forecasts project 3 months out. All automatic.
Pre-built industry automations for follow-ups, reminders, win-backs, and more. Toggle on/off instantly. Each shows trigger → action chains with run counts.
Every conversation in a unified 3-panel inbox. Bring your own Twilio for zero markup SMS. Email templates with open/click tracking. Forms with conversion analytics.
20 customizable dashboard widgets. Real Stripe data — not the fake numbers GHL reports. Client reports auto-generated monthly and sent with one click.
Every page adapts — terminology, pipelines, automations, and demo data tailored to your vertical. Not a generic CRM you spend weeks configuring.
14-day free trial. No credit card. Set up in 5 minutes.