Importing a messy spreadsheet
The seven-step pipeline, and what happens to your historical notes.
ReadResources
How teams actually run the system.
Short, specific guides written against the product as it ships.
Designing a lead score that holds up
Which of the ten signals matter for your category, and how to read the breakdown.
ReadWriting the first email
Using company research to open on something real rather than a template.
ReadAutomations worth switching on first
Four rules that remove most of the manual follow-up.
ReadConsolidating duplicate companies
How merging works, and why nothing is ever deleted.
ReadRunning a team inbox
Assigning conversations without losing the thread.
ReadGuides are outlined here and published as the product documentation goes live.
Changelog
What shipped, and when.
2026-08
Integrations, communication and task automation
Gmail and Calendar surfaces, call logging, the automation builder, roles and the notification centre.
2026-07
Navy and gold identity
The product moved to the kanês brand palette.
2026-06
Opportunities and proposals
Weighted pipeline forecasting linked to the originating lead.
2026-05
Lead Intelligence 1.0
Database, seven-step import, duplicate consolidation, scoring and account summaries.
Need something specific?
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Talk to usGet startedStart with the list
Start with the list
you already have.
Import a spreadsheet. It gets researched, scored and ordered before you open it.