Sales CRM
Every sale has a place. None ends up in "I'll look at it later".
The pipeline is a board with the stages of your process side by side. Each deal is a card with value, owner and history. Dragging the card moves the sale — and what was already discussed comes along.
The CRM is included in every plan.
- Pipeline as a board
- Leads and opportunities
- Reason for win and loss
Why a pipeline
A contact list says nothing. A pipeline says where to act today.
With no defined stage, every deal looks the same: a name on a list. The pipeline separates whoever has just arrived from whoever already got a proposal and whoever is about to close — and shows, on each card, how long nobody has moved it. It is the difference between remembering to chase and seeing who needs chasing.
Start with 7 free days-
The stages are yours You name and order the phases the way your sale actually happens. No process borrowed from another trade.
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Each card carries the decision Value, owner, closing forecast and what was already agreed. Everything anyone needs to take the next step.
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Idle time shows A deal forgotten for two weeks cannot hide in the middle of a list: it sits in a column, with the date in plain view.
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The reason becomes information When you win or lose, the why is recorded. After a few months, that stops being a note and becomes a pattern.
This is what you see once you log in.
The screen is the real one. The numbers and names are for demonstration — no real account appears here.
Demonstration. The data shown is fictional.
From the first setting to everyday work running.
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The contact comes in Through the booking link, through WhatsApp or entered by hand. It is born with a record and a history.
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It becomes an opportunity One click turns the contact into a deal, with a value and a starting stage, without retyping anything.
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It moves through the pipeline You drag the card as the conversation moves on. The date of each move is kept.
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It closes with a reason Won or lost, the why is recorded — and feeds the month's metrics.
What comes with it
All of this is already included from day one.
No separate module, no integration to set up and no second subscription.
Pipeline as a board
The stages side by side, with each column's total added up instantly. You can see the whole month at a glance.
Leads with a source
Where it came from, what was asked and how long it has been idle, before it becomes an opportunity.
Complete opportunities
Value, owner, forecast and the reason for the outcome, all on the same card.
Client history
Bookings, conversations and past deals on that person's record, not in four different places.
The conversation alongside
The client's WhatsApp opens next to the card: replying does not mean leaving the pipeline.
Conversion and average ticket
How much enters each stage, how much leaves and where most deals get stuck.
Who gets the most out of this feature.
It is not exclusive to any trade — these are simply the businesses where the difference shows in the first week.
Frequently asked questions
What people ask before they start.
If your question is not here, create an account and talk to support — the trial needs no card.
Still have a question?
Create your account and talk to us through support, with no commitment.
Create a free accountNo. The pipeline is part of the same platform as the schedule, with the same client base. There is no integration to set up and no second subscription.
Yes. Names and order are yours and can change when the process changes. Deals already on the board stay where they were.
The record is the same at both ends. Whoever booked already has a record and becomes an opportunity in one click, without anyone retyping anything.
Each deal has an owner, and the board can be filtered by person. The history shows who moved what and when.
Start today
Stop finding out about the lost sale only at the end of the month.
Build your pipeline in a few minutes and see where each deal stands right now. 7 days free, with your real operation.