The CRM that gets out of your way.

Your sales pipeline on one drag-and-drop board. Every deal card carries a value, a stage, and a close date — feeding your forecasts and sales reports automatically. Health indicators flag anything going quiet or slipping past its close date.

Unlimited contacts linked to companies. Full activity history, AI summaries, lead scores, and LinkedIn URLs. Import your entire contact list from CSV in minutes.

Log calls, emails, meetings, and notes in seconds. Paste rough call notes and let AI clean them into a structured summary with action items — right inside the modal.

Create tasks linked to contacts, deals, or workflow cards. Assign to team members. Overdue tasks surface at the top every morning so nothing gets missed. AI ranks your day around them.

A full calendar with day, week, month, and agenda views. Create events, invite contacts and team members, and see all your tasks alongside your meetings in one place.

Spin up to four custom Kanban boards for the work that isn't a sale — client onboarding, delivery, support cases, hiring, partnerships. Each workflow gets its own columns, custom fields, and a task board on every card. Describe what the workflow should achieve and AI tracks its progress against that, giving you a health update on each one. Workflow cards carry no deal value and stay out of your sales reports.

Build a lead capture form and embed it on your website. Submissions land directly in your CRM as new contacts — no Zapier, no manual import, no delay.

Invite your team, assign account managers, and see shared pipeline and activity in one place. Audit log tracks every change so nothing happens without a trace.

Pipeline reports, contact lists, company summaries, and activity logs — all exportable as PDF or CSV in seconds. Always up to date, no manual work required.