The CRM built for relationship-driven sales. Manage your pipeline, track every touchpoint, and close more deals with AI-powered insights.
30-day free trial · No credit card required
Purpose-built for consultants, advisors, and professional services firms who sell through relationships.
Track projects across stages from qualification to close. Monitor estimated values and manage your entire portfolio in one view.
Automatic temperature tracking — hot, warm, and cold leads. AI-powered analysis of engagement patterns and response rates.
Analyze emails with AI lenses for negotiation and cold sales. Get sentiment analysis, urgency detection, and response guidance.
Never let a lead go cold. Automated reminders for follow-ups with configurable schedules per contact and client.
Invite team members, manage roles, and share pipeline visibility across your organization with seat-based licensing.
Capture emails and context directly from Gmail. Push contacts and threads to your CRM without switching tabs.
Create your account and invite your team. No credit card required for the free trial.
Bring in your existing contacts, clients, and opportunities via CSV or add them manually.
Use AI-powered email analysis, smart reminders, and pipeline tracking to win more business.
Start with a free trial and upgrade when you're ready. Plans built for teams of all sizes.
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