Your new business pipeline and every client's pipeline, in one login.
A workspace for every client
Run your own new business pipeline, then give each client their own workspace with its own pipeline, fields and team. Switch in one click. No per client fee.
An agency pipeline on day one
Start with stages agencies use: new lead, discovery call, audit or strategy sent, proposal sent, negotiation, retainer signed. Change any of them.
Client leads, straight in
Point your clients' ad forms and landing pages at a lead webhook or web form. Every lead lands in the right client's pipeline with its source.
Two-way email and calendar sync
Connect Gmail. Emails and meetings land on the right deal, and replies go out from your own inbox.
Sequences and automations
Follow ups that send from your mailbox and stop when someone replies. Create tasks, move deals and update fields automatically.
Reports and dashboards
Pipeline value, win rate, time to close and activity by rep, for your agency or any client workspace.
Calling and texting
Call and text from the deal with recordings and threads saved. Use our numbers or connect your own carrier.
AI sales assistant
Deal scores, next steps, follow up drafts and a morning brief. Use ours, or bring your own key with no cap.
Import from anywhere
Upload a CSV export from GoHighLevel, HubSpot or Pipedrive and map deals, contacts, companies and notes in one step.
