Build a CRM around your sales process.

When sales is you and one or two others, the pipeline lives in your head, and deals go quiet because nobody wrote down what happens next. My Day shows the follow-ups due today and the ones already overdue. Leads come in through forms you publish on your website and become a deal in one click, and every call, meeting and email is logged against the deal. The customer is the same company record your other apps use. Pipedrive users will recognise the board.

• BOARD Drag deals across your stages, each column summed by value
• FORECAST A weighted forecast that updates as probability and value change
• FOLLOW-UP The next step and its due date on every open deal
• ACTIVITY Every call, meeting and email logged against the deal
• LEADS A leads inbox you qualify and convert to a deal in one click
• FORMS Lead forms you build yourself, on your website or filed by hand, with every answer kept on the lead
• INSIGHTS Pipeline by stage and owner, every number a click from the deals

Use it to

Useful for

Every app here installs on its own and works on its own. Adding a companion is what makes both do more.

Uses your company core

Every workspace already has these. Nothing to install, nothing to connect.