We finally see where every deal stands, and what to do next.
Why we exist
Missed calls, scattered spreadsheets, and slow follow-ups cost small businesses real money.
We built a modern, lightweight, CRM so your team can respond faster, sell smarter, and grow revenue without extra overhead.
What we do
A single place for leads, deals, and messages. Simple automations to keep follow-ups on time. Clear dashboards that show what’s working and what to fix next.
Simple tools that
keep you on track.
Every Channel, One Place
NEW LEAD
Web Form
SMS
Call
Chat
100%auto-logged
INSTANTcapture time
What Happens Next
Lead captured
Any channel, auto-logged
Instantly
Rep assigned
Auto-routed instantly
Seconds later
Text-back sent
Before they hang up
Automatic
Added to pipeline
Ready to work
Done
Follow-up Sequence — New Lead
Instant SMS text-back
Sent immediately on lead capture
Sent
Welcome email
Sent 5 min after capture
Sent
Day 2 SMS check-in
Scheduled — 48h after capture
Pending
Day 5 re-engagement email
Scheduled — 5 days after capture
Pending
AI Suggest
A quick check in now could be all it takes to move this deal
forward.
Pipeline
New leads
Sarah M.
$1,800
Jen T.
$3,500
Contacted
Tom R.
$4,200
Proposal sent
Bella’s Bistro
Stalled 5 days
Creek HVAC
$2,100
Won
Riverbend Plumbing
Closed today
Oak St. Diner
Closed Mon
Today’s Reminders
M
Follow up with Tom R.
No reply since Monday
Overdue
L
Send proposal — Creek HVAC
Requested yesterday
Due 2PM
M
Call back Sarah M.
Missed call • new lead
Due 4PM
Opened Opportunities
10
Won Opportunities
8
Leads
3
Google Ads Report
Total Clicks
346
Total Spent
$2.69K
CPC
$7.77
CTR
2.92%
Opportunity Status
OPEN- 10
WON- 8
LEADS- 8
Simple tools that
keep you on track.
FAQ
Do we need a big team to see results?
No – most customers start with 1-3 seats and scale only as needed.
Mini Case:
Bella’s Bistro filed cancellations with automated text offers.
Weeknight bookings up 22%
Ready to track every lead and win more deals?
