A pipeline shaped like your business
Statuses, fields and terminology are all yours to define. A clinic calls them patients, a pharma team calls them doctors, an agency calls them clients. The CRM adapts instead of forcing a vocabulary on you.
What you get
Your own pipeline stages
Create, rename, recolour and reorder statuses. Mark which ones count as won or lost so conversion reporting stays accurate.
Custom fields
Add text, number, date or dropdown fields to capture exactly what your team needs, without waiting on a developer.
Board, grid and table views
Drag a card between stages on the board, scan a grid, or sort a dense table by any column including your custom fields.
Follow-ups that actually happen
Schedule a callback with a note; the owner and the assignee both get a reminder when it falls due.
Also included
- Assign leads to teammates
- Lead comments and call notes
- Convert a lead into a project client
- Contact kinds per industry
- Import audiences from Excel
Every one of these works alongside the rest of the platform — see the full product tour or compare what each plan includes.
CRM & Lead Management questions
Can I assign a lead to a colleague?
Yes. An assignee can edit the lead, move it through the owner's pipeline and convert it, but cannot reassign or delete it, which stay with the owner. Both people see it and both get follow-up reminders.
Does the CRM connect to the rest of the platform?
Yes. A project's client is chosen from your leads, invoices can bill a lead directly, and marketing campaigns use your leads as the audience. It is one dataset, not a separate address book.
Can I change the word lead to something else?
Yes. Terminology is configurable, so leads can appear throughout the product as doctors, clients, patients or whatever your industry uses.
Is there a limit on how many leads I can store?
Limits depend on your plan. The free tier covers a small pipeline and paid tiers raise or remove the cap.
Still deciding? Ask us directly — we answer within one business day.
Works well with
These modules share the same data, so using them together removes the handoffs entirely.
Put crm & lead management to work
Start on the free plan and switch on the modules you need as your team grows into them.