CRM, Pipeline & Deal Automation
Track every deal, automate follow-ups, and get a visual sales pipeline.
10 use cases in this category
Automate Proposal Follow-Ups with CRM
Stop missing next steps after sending proposals. Our CRM automatically sends client emails when deals move to 'Proposal Sent'.
Zero Handoff: Auto-start Projects When Deals Win
Automatically spin up a new project the moment a deal closes, so you never miss a hand‑off again.
Tag-Based Segmentation for Targeted Campaigns
Learn how automatic tags like Commercial and Residential let you instantly group contacts and run laser-focused marketing without manual lists.
Stop Wasting Time on Stale Deals | AI Business Sites
Automate alerts for deals that aren't moving, so you can focus on closing sales.
Auto-Route Big Deals to Your Manager
Stop missing high-value sales! Our AI automatically sends big deals to your manager so you focus on closing what matters.
See Your Sales Pipeline in Real-Time with a Visual Board
Track deals from start to finish with a drag-and-drop Kanban board. No tech skills needed.
Full Activity Timeline Per Contact: See Every Touchpoint
Track every lead interaction — from form fills to calls — in one clear timeline so you never miss a follow‑up.
Avoid Spam With Your Business Email Domain
Use your real business domain (like bakery.com) for emails to avoid spam and look professional. Learn how to set it up in 3 steps.
Automate Sales When Leads Open Emails
Turn email opens and clicks into instant sales actions—no coding needed.
See What’s Working in Your Sales in One Place
Track deals, emails, and automation in one dashboard instead of messy spreadsheets. See what’s working without the hassle.
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