Pipelines that match how you work
Drag a deal from first contact to closed without inventing a process to fit the software. Stages, custom fields and objects are yours to shape.
One platform, not seven subscriptions
Pipelines, two-way messaging, automation, calendars and reporting in one place — with your own branding on it if you want it. Live the same day.
No contract. Month to month. Your data stays yours.
The platform
Most businesses pay for a CRM, a scheduler, a texting tool, a form builder and a reporting add-on. This replaces the stack.
Drag a deal from first contact to closed without inventing a process to fit the software. Stages, custom fields and objects are yours to shape.
SMS, email, calls and webchat land in a single inbox per contact, so nobody has to ask which channel a customer used last.
Follow-ups, reminders, stage moves and alerts fire on their own. Build it once with triggers and conditions; it runs whether or not anyone remembers.
Round-robin, team and resource calendars with reminders and no-show follow-up. No second scheduling tool to pay for.
Capture leads on pages you build in the same place the leads land. Every submission is a contact with a source attached.
Pipeline value, conversion by stage, attribution by source, and per-user activity, without exporting anything to a spreadsheet first.
Your name, your domain, your login screen. On the Agency plan the platform is yours end to end, including client billing.
Carrier registration is the thing that quietly kills SMS. We file it, monitor it, and tell you before a number gets restricted.
Pricing
Every plan includes the whole platform. What changes is how many people and locations run on it.
$297/mo
One business, one team, everything switched on.
$649/mo
For teams running real volume and more than one pipeline.
$1,250/mo
Your brand on the platform, your clients inside it.
Messaging usage is billed at cost through your own account — carrier rates, not a marked-up bundle.
Questions
Most accounts are live the same day. Migrating pipelines, contacts and numbers from another CRM typically takes two to five business days depending on how much history comes with you.
Yes. Numbers port in, and we handle the A2P registration so your messages keep delivering through the move.
No. Monthly, cancel whenever. You keep your data — export contacts, conversations and pipelines at any time.
On the Agency plan the platform carries your branding and your domain. Your clients log in to your product. They never see ours.
Usage is billed at cost through your own messaging account, so you pay carrier rates rather than a marked-up bundle. We tell you what it will run before you start.
Yes — book a walkthrough and we'll show you the platform against your actual process, not a demo account.
Not a demo account with made-up data — we'll map your real pipeline and show you what it looks like running.