Every lead in one place
You know exactly which five jobs are about to close, without digging through texts.
Keep every lead, opportunity, conversation, appointment, and customer record organized in one centralized CRM with automated pipelines.
Overview
What this does for your business
Leads come in from calls, texts, website forms, and walk-ins. Without a CRM, they scatter across sticky notes, text threads, and inboxes. The system pulls everything into one place. Every lead moves through a pipeline you design — from first contact to completed invoice. You always know where every job stands, what needs attention, and what's about to close.
Features
What you get
Every lead in one system
Calls, texts, emails, form submissions, chats — all logged automatically in a single CRM record per customer.
Custom pipelines for your workflow
Design pipelines that match how you actually work. New lead, quoted, scheduled, in progress, invoiced, paid.
Automated stage transitions
Leads move through the pipeline automatically based on actions — a booked call, a sent quote, a completed job.
Full conversation history
Every text, call, email, and chat with a customer lives in their record. No more searching through your phone.
Task and reminder automation
The system creates tasks and reminders based on pipeline stage so nothing falls through the cracks.
Reporting on every stage
See how many leads are in each stage, conversion rates, and where leads are stalling.
Outcomes
What changes for you
FAQ
Questions about CRM & Pipeline Automation
Can I customize the pipeline stages?
Yes. You build the pipeline to match your exact workflow. Add, rename, reorder, or remove stages anytime.
Does it integrate with my existing tools?
Yes. The CRM connects with your calendar, phone system, email, and website. Custom API integrations are available on Enterprise.
Can my whole team use it?
Yes. Unlimited users on every plan. Each team member gets their own login and permissions.
Want crm & pipeline automation working in your business?
Book a demo and see it run on your business. We'll show you exactly how crm & pipeline automation fits your workflow.
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