Platform · CRM & pipeline
Unlimited contacts · no per-record fees

CRM & pipelineEvery lead in one pipeline.

Form, call, DM, web chat or referral — every enquiry lands on one board with its full history attached. Drag it down the stages; nothing slips through the cracks.

Pipeline · Plumbing
New 3
Sarah M.Hot water · $680
Web formAircon quote
Quoted 2
Marco R.Leak · $420
Won 1
Priya S.Gas fit · $1,890
One record, every channel

Every call, text and quote on one contact.

No more "which app was that in?" Each contact shows the whole story — messages, calls, jobs, invoices and notes — so anyone on the team can pick it up instantly.

  • Captures form, call, DM, chat & referral
  • Full timeline on every contact
  • Source attribution on every deal
Sarah Mitchell
Web form
"Need hot water repair"
Source
Call · 4:12
Recorded & transcribed
Logged
Quote sent
$680 · opened twice
Live
Pipelines that move themselves

Drag a deal — the follow-up fires.

Move a card to "Quoted" and the reminder sequence starts. Win it and the deposit request goes out. Your pipeline isn't just a view — it's the trigger for the work.

  • Stage changes trigger automations
  • Smart lists & tags that segment themselves
  • Multiple pipelines for different jobs
See automations →
Automation
When → moved to Quoted
Trigger
If
Send SMS + email
"Here's your quote…"
Then
Wait 2 days · remind
If not won
Then

"Every lead from every channel finally lives in one place. We close more because nothing slips — the system chases for us."

Sales lead · home services group, Melbourne
contacts & users
1
record per customer
$0
per-seat fees
100%
of touches logged
Stop losing leads in the cracks

Put every lead on one board.

Book a 20-minute demo and we'll set up your pipeline, stages and follow-ups on your business.