The whole system,
one record at a time.
Seven surfaces that share the same database, the same timeline and the same rules about what may and may not be changed automatically.
See the whole story behind every contact.
Open a lead and the whole account is there, people, history and the note that came with the import.
- Companies consolidate across every imported name
- Duplicates are flagged for review, never deleted
- Historical notes sit beside the status, not instead of it
Know which leads deserve attention.
Ten weighted signals, one explainable number. Priority is separate from status, so a new lead can still be the most important one.
Commercial performance is ahead of brand clarity, digital maturity 92 against brand maturity 63.
Know the account before you write.
It reads the site, product range and digital footprint, then writes the briefing.
Let the routine work run itself.
Build the rule once. The task gets created, the owner gets notified and the run is logged.
A forecast you can defend.
Every value traces back to the lead, thread and proposal it came from.
Everyone knows what they owe and when it is due.
Tasks carry an assignee, a due date and the lead they came from.
Follow-up that stops on reply.
Each step lands on the timeline. A reply ends the sequence.
Data you can forecast from.
Funnel, score distribution, coverage and field completeness in one view.
Works with the tools you already use.
Secure OAuth, least-privilege scopes. Mail and calendar land on the timeline automatically.
At launch
Connected from day one
On the roadmap
Next up
- Google Sheets
- Outlook
- Microsoft Calendar
- Webhooks
Not part of the launch. Each one follows when it is ready.
Four rules the pipeline enforces for you.
No note, date or column can set a record to inactive on import.
Stored with their source file and shown beside the status, never instead of it.
No automated process edits existing content.
Merging keeps every person, note and event, and the original company name.
Start with the list
you already have.
Import a spreadsheet. It gets researched, scored and ordered before you open it.