Finally, a small business CRM that focuses on selling, not confusion.
Built for small businesses. No more confusing lead boards, missed calls, or lost leads.
6,000+ integrations
Leads stopped slipping through the cracks – and revenue jumped within 30 days.
Track every lead instantly.
Forms, chat, text, and calls auto-capture into one CRM so your team follows up in minutes, not days.
Close sales faster.
AI suggests next steps, reminders, and replies so reps move deals forward without manual busywork.
Sarah M.
Small Business Owner
Open Deal
Awaiting Response
$4,200
deal value
No activity in a few days
AI Suggest
A quick check in now could be all it takes to move this deal forward.
Nurture leads on autopilot.
Set up automations once and every new lead gets the right email at the right time. Stay top of mind, build trust, and sell more without lifting a finger.
Automation Builder
New lead added
Send welcome email
Wait 2 days
Send offer + book call
Email Preview
GP
Your team
to Sarah M.
Thanks for reaching out, Sarah👋
Here’s how we help businesses like yours close more deals. Got 15 minutes this week?
Simple tools that
move deals forward.
Auto Text-back
Enable text-back
On
Hey, sorry we missed your call! We’ll be in touch shortly
– or reply here and we’ll get back to you right away.
Send after:
Immediately
1 min
5 min
Live Preview
2:17 PM
Tuesday, June 3
Missed Call
now
Unknown caller
Growth Path
now
Text-back sent
“Hey, sorry we missed your call! We’ll be in
touch shortly…”
sent in 3 seconds
$18,400
Pipeline value
3
Stalled deals
68%
Close rate
12d
Avg. time to close
Pipeline — Q2 2025
New leads
Sarah M.
$1,800
M Mike D.
Jen T.
$3,500
L Lisa R.
Contacted
Tom R.
$4,200
M Mike D.
Proposal sent
Bella’s Bistro
$6,700
Stalled 5 days
Creek HVAC
$2,100
L Lisa R.
Won
Riverbend Plumbing
$4,100
Closed today
Oak St. Diner
$2,800
Closed Mon
Assignment Rules
New web form lead→ Mike D.
New SMS lead→ Lisa R.
Missed call lead→ Next available
No response in 24H→ Auto-escalate
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
L
Check in — Bella’s Bistro
Stalled 5 days
Due today
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
Message Preview
SMS
Sent immediately
“Hey! Thanks for reaching out. We’d love to help
— reply here or let us know a good time to call you back.”
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
move deals forward.
FAQ
How fast can we get started?
Most small teams launch in 7-10 days with guided setup – pipelines, forms, and top automations first.
Will this replace my current lead tracker?
Yes – centralize contacts, deals, and messages. Start simple and add automations as you grow.
Our first-response time dropped from hours to minutes – and win rates climbed.
Start capturing every lead and closing faster.
