Products — CRM & Pipeline
A pipeline built for outbound, not for a sales ops team
Move deals through stages you define, see what the pipeline is actually worth, and open any contact to find the campaign, the replies and the research behind them.
The problem
Enterprise CRMs are built for teams you don't have
The pipeline lives in the tool that sends the email, but the email tool has no pipeline. So the real list ends up in a spreadsheet, and the CRM everyone pays for is either empty or full of entries nobody maintained.
How it works
- 01
Define your stages
Name the stages your deals actually move through and give each one a win probability. Delete the ones you don't use.
- 02
Work the board or the table
Drag deals across a board when you're thinking visually, or work a dense table when you're updating twenty of them at once.
- 03
Open the dossier
Every contact carries the campaign that reached them, their engagement, the research that found them, and the notes you've added.
What you get
- A drag-and-drop pipeline with stages you name and win probabilities you set.
- A weight-aware forecast, so the pipeline value reflects how likely each stage really is.
- A dense table view with inline stage changes, multi-select and CSV export for when the board is too slow.
- Deal value, expected close date, priority and tags on every contact.
- A full dossier per contact: the research behind them, the campaign that reached them, opens, clicks and the latest reply.
- Categorised notes for discovery, meetings and follow-ups, kept on a single timeline with everything else.
- Signals that surface high-fit contacts going cold and interested replies you haven't answered.
- Metrics that matter: pipeline value, weighted forecast, closed-won, win rate and average deal size.
- Views
- Board + table
- Forecast
- Stage-weighted
- Per contact
- Full dossier
- Export
- CSV
CRM & Pipeline is in every plan, including Free.
Start with 100 credits, a connected mailbox and 500 sends a month. Chatting with the Copilot costs nothing.