Dashboard and pipeline
Totals, weighted forecast and quota at the top; drag a deal between stages on the Kanban board below and the probability and forecast update as you drop it.
Product demo · Sales CRM
A sales CRM built for speed
Every screen below is the real product with sample data. One screen per client, phone and email inside the app, and shortcuts for everything a rep does fifty times a day. Click any screen to enlarge it.
The people, companies and numbers shown are sample data. The same CRM runs in production for a financial-services team; their data is not shown here.
My queue
Leads going cold, oldest first, so a rep works top to bottom. A "recently worked" strip brings back the last accounts touched with one key press.
Client profile
Everything about one client on one screen: contact, deals, and tabs for emails, notes, calls and meetings. Keys C, E, M and T start a call, email, meeting or note.
Notes with @mentions
Type @ and a colleague's name to loop them in; they get a notification in their bell. ⌘+Enter saves.
Phone in the browser
Calls go out on the team's own VoIP line straight from the page; incoming calls pop up with the client's name. Every call is logged with duration and notes.
Email templates
Branded emails sent from each agent's own mailbox, with placeholders, open tracking and a preview with sample data.
Follow-up automation
"Send the intro, then a follow-up after 3 days if there's no reply." Sequences stop by themselves when the client answers.
Calendar
Callbacks booked on the public website land here as scheduled calls, assigned to an agent, with Google Meet or Zoom links when needed.
Reports
Per-rep pipeline, won revenue, win rate, calls made, emails sent and open rate for the last 30 days, plus leads by source.
Team management
Add a colleague with their role, quota, VoIP user and mailbox in one dialog. Admins see everything; reps see their own clients; viewers are read-only.
Your version
Want this CRM for your team?
It adapts to your own pipeline stages, phone provider and mailboxes. A build like this: $9,500, including two rounds of changes after launch.
Get an instant estimate