The complete follow-up workflow
From the first form submission to a signed deal — without spreadsheets, sticky notes or forgotten inquiries.
Capture from anywhere
- Form builder with required fields, dropdowns and custom questions
- Hosted form page + copy-paste embed snippet with auto-resize
- UTM and form attribution on every lead
- Honeypot, timing checks and rate limits stop spam
- Duplicates (same email or phone) are merged, not re-created
REST API & CSV import
- Scoped API keys (write/read), shown once, stored as hashes, revocable
- Per-key rate limits and clear error codes
- CSV import with column mapping, validation report and duplicate strategy
- CSV export for admins
Pipeline & lead management
- Drag-and-drop board with stage totals and deal values
- Keyboard and menu alternatives to drag-and-drop
- Search, filters, sorting, pagination and bulk actions
- Configurable stages, tags, priorities and custom fields
- Activity timeline, notes, status history and ownership
Follow-ups that happen
- Due-today and overdue views for you or the whole team
- Snooze, reassign and complete in a click
- Next follow-up date maintained automatically from open tasks
Automation engine
- Triggers: new lead, stage change, task due, appointment booked, inactivity
- Actions: assign (round robin), schedule task, AI draft, send template email, wait
- Stops when a lead replies, opts out, wins or is lost
- Durable background queue with retries, idempotency and execution history
- Pause, resume and cancel controls; per-plan quotas
AI assistant
- Summaries, missing qualification info and next-best actions
- Personalized follow-up and meeting-reminder drafts you can edit
- Discovery questions and pipeline trend summaries
- Prioritization with transparent, configurable scoring weights
- Lead content is treated as untrusted data, never as instructions
Email you can trust
- Sending must be explicitly authorized per workspace
- Unsubscribe link + one-click List-Unsubscribe on every follow-up
- Suppression list for unsubscribes, bounces and complaints
- Quiet hours and daily limits
- Delivery status from provider webhooks — never fabricated
Appointments
- Calendar and list views in your workspace time zone
- Conflict prevention per team member
- Availability hours, confirmations and reminders
- Status tracking: confirmed, completed, no-show, canceled
Analytics
- Leads by date and source, conversion and won value
- Time to first contact, follow-up completion, booking rate
- Team activity and automation performance
- Every metric defined; CSV reports
Built for agencies
- Separate client workspaces with isolated data
- Explicit membership — no inherited access
- Owner, admin and member roles
- Per-client reporting
Secure by design
- Row-level security on every tenant table
- Server-side entitlement checks
- Audit log for sensitive actions
- Data export and account deletion