One place for all leads and clients
Collect and organize actionable potential client data to gain valuable insights and increase sales.
No more digging through emails, business cards and Excel files
Use a central platform to manage your leads and clients. Track your interactions with each lead and client so that you can convert more leads and satisfy more clients.
Collect and manage your contacts in an organized way
Contact management is vital for every business. We make it super easy for you. All essential client information is organized in a clean, easy-to-use dashboard.
Add a custom markup and share rates in a few clicks
Get full flexibility in sharing your rates. Add a custom markup for each lead or client separately.
Know which leads need to focus on
Adjust the win probability based on responses to identify your best leads and make more sales.
Never lose track of what to do with tasks and notes
Create tasks for follow-up actions and take notes on important information so that you can better interact with leads and clients.