Pipeline management with automated email sequences and a background scheduler. Prospects move through stages while you focus on closing.
Five input sources, five pipeline stages, four delivery channels — configure once, close more.
From contact ingestion to closed-won reporting — every feature works together out of the box.
Custom stages, drag-and-drop reorder, stage probability scoring. Define your exact sales process — prospecting, qualification, demo, proposal, negotiation, closed won — with weighted probabilities at each step.
Multi-step sequences, open tracking, A/B subject lines, auto stop on reply. Build follow-up cadences that pause the moment a prospect responds. Sequence performance metrics at a glance.
Timezone-aware send, delay rules, follow-up triggers. Schedule emails to land at the optimal local time. Set delays between steps and trigger follow-ups based on opens, clicks, or inactivity.
Enriched profiles, interaction history, custom fields, tags. Every contact gets a unified timeline — emails, calls, meetings, and notes. Segment by tags, source, stage, or any custom field.
Weighted criteria, stage velocity, probability forecasting. Score deals based on engagement, stage duration, and demographic fit. Forecast revenue with confidence intervals.
Conversion rates, sequence performance, pipeline velocity, revenue forecast. Dashboards that answer hard questions: Which stages leak? Which sequences convert? What's my projected close rate?
Pipeline data doesn't live in a silo — it flows between products automatically.
Inbound leads create pipeline stages automatically, enrichment data attached. From prospect to stage one in a single click.
Email triage results create task reminders, flagged emails become follow-ups. Your operations queue feeds directly into sequence enrollment.
Detected opportunities create pipeline entries with source attribution. Competitive intelligence becomes a deal stage with full context preserved.
No implementation team. No consulting hours. Just you and a pipeline that works.
Link your inbox, import your existing contacts or CRM export, and map your fields. Most teams finish this step in under 30 minutes.
Set up your pipeline stages, build your first email sequence, configure scoring rules, and set scheduling preferences. About one hour to a fully running pipeline.
Preview your sequences, test stage transitions, verify scoring logic, and launch. Your first automated outreach goes out on your schedule.
CRM, sequences, scheduling, and reporting — one integrated system. Configure in hours, close for years.