CRM
Never lose a lead again.
Every lead, contact, and conversation in one organized inbox. Auto-scoring, auto-tagging, zero gaps.
Features
Everything to run an agency. Nothing you don’t need.
One private dashboard. No bolt-ons. No Zapier glue. Built for marketing agencies that want to scale without the chaos.
Pipeline
Move deals like a board.
Drag-and-drop stages, color-coded scores, instant deal value. The Kanban you actually want to look at.
AI Employees
Specialists on demand.
Eight AI advisors — sales, copy, content, ops, strategy. Ask a question, get an execution-ready answer.
Lead Generation
Lead lists in seconds.
Pull qualified local businesses by niche + city. Site quality scored. Contact details enriched.
Work Zone
Tasks that actually ship.
SOPs, follow-ups, daily/overdue lists, owner assignment. The team accountability layer.
Appointments
Track every meeting.
Booking → show-rate → outcome → follow-up. Closed-loop scheduling for sales calls.
Closed Deals
Every win, captured.
Deal amount, cash collected, commission status, payment terms. Your trophy case.
Revenue Tracking
Track every dollar.
MRR, cash collected, pipeline value, ROAS — live, never stale, no spreadsheet.
Client Management
Spot churn before it churns.
Onboarding, fulfillment, health scoring, retention plays — the client lifecycle in one view.
Team Management
Performance, made obvious.
Member-level metrics, workload, deal credit. Reward the closers, coach the rest.