CRM
Leads become customers. Customers become deals.
Every saved lead is a customer record: where it was found, contact details, the AI's reasoning, tasks and deals. Drag a sample deal to a new stage below.
| Name | Type | Found via | Stage | Profile | Updated |
|---|---|---|---|---|---|
| Company | Public forum | New | 86% | Just now | |
| Company | Company website | Contacted | 81% | 2 h ago | |
| Company | Web search | Qualified | 78% | Yesterday | |
| Company | Instagram comments | New | 72% | 2 days ago | |
| Company | Web search | New | 69% | 3 days ago |
Deals move through stages
Move a card to change its stage. In the product, every stage change is written to the deal's history.
Sample dataNew1 Qualified1 Contacting1 Negotiation0
- Cobalt Ridge OutfittersCookware · 5,000/mo
- Northwind KitchenwareQuote requested
- Fernway Home GoodsIntro sent
Follow-ups don't slip
- Approve intro email to Cobalt RidgeToday
- Send samples quote to NorthwindTomorrow
- Check reply from FernwayFriday