Every lead has a record, an owner and a next step.
Contacts arrive from your forms and checkouts with their source. Pipelines track the deals, workflows do the follow-up, campaigns go out with consent checked at send time.
Contacts with their history in one timeline.
Forms, orders, emails, workflow steps and earlier page visits land on the contact. Filter by tag, stage, owner or score and act on everyone who matches.
- CSV import with column mapping, error report and rollback
- Duplicates by phone or name and company, merged with their history
- Lead scoring from events, tags, opens and clicks
- Custom fields: text, number, date, choice, yes or no, link
Pipelines that do not add up different currencies.
Several pipelines with your own stages, probabilities and lost reasons. Drag deals across the board or move them by keyboard. The weighted total is labelled as an estimate, per currency.
Workflows with versions and an approval step.
Trigger on a form, a paid order, a tag, a new contact, a deal stage or by hand. Wait, branch, tag, email, call a webhook, create a task, assign an owner round robin or ask a person to approve.
- Activating freezes a version; running contacts keep theirs
- Dry run against a real contact without side effects
- Retries with backoff, then a visible failure with Retry
- Signed outgoing webhooks
Email that respects the unsubscribe.
A block editor with live preview and personalisation tokens with fallbacks. Campaigns go to a segment with an A/B subject, scheduled or sent now. Consent, unsubscribes, bounces and the suppression list are checked again at send time.
What it does not do yet
- Sending through SMTP, Resend or Postmark is written but needs your provider account to be verified
- Two-way inbox for replies, SMS and calendar bookings
- Password reset and email verification flows for team members
Related
- Lead rescueUnassigned leads, missing first replies, overdue follow-ups, stalled deals and open checkouts, with notices, escalation and response times.
- Revenue intelligenceRevenue by source, campaign and funnel with first and last touch, ad spend, cost per customer, refunds and margin.
- AI business architectAn AI planning assistant for funnels and sales processes, with stated assumptions and confidence. Uses your Anthropic API key.
See it with example data, then build your own.
The demo opens a complete workspace: funnels, contacts, orders, a running A/B test. Nothing to install, nothing to sign.