CRM & automation
A CRM where every lead arrives with its story
Organisations, contacts, pipelines and an activity timeline - fed directly by your website and your tracking, and kept moving by automation.
Organisations & contacts
Companies and the people who work at them, in one place.
Pipelines
Deals move through stages you define, with a pipeline for each purpose.
Activity timeline
Calls, emails, notes and tasks on the record, with reminders when something is due.
Forms into records
Website forms create or update contacts and deals, source attached.
Automated follow-up
Sequences and workflows on one visual canvas - no separate automation tool to connect.
Messaging
Send email, SMS and WhatsApp messages from workflows, with delivery handled by one messaging layer.
Stop guessing which leads are worth chasing
When a lead lands, you can see the ads, pages and posts that brought them in. Sales can prioritise with context, and marketing can finally report on the deals its campaigns produced rather than just the form fills.
- Lead source and journey on the contact, where the visitor gave analytics consent
- Revenue reported by channel once deals close
- Dashboards shared across marketing and sales
Follow-up sequences that run themselves
Build a sequence once on a visual canvas and it runs for every contact who qualifies. Start it when a form is submitted, when someone joins a segment, when a deal reaches a stage, or enrol people by hand. Wait a set time or until something happens, branch on what you know, and add an exit rule so it stops when someone leaves the segment.
- Messages by email, SMS or WhatsApp - or set a channel order and it falls back to the next one the contact can be reached on
- Tag contacts, update fields, create tasks and assign owners along the way
- Test two versions of a message, then pick the winner or let it be picked automatically
- Send windows, daily caps and per-contact limits, so nobody is flooded
- Marketing messages check suppression and a recorded opt-in before they send, and marketing emails carry a one-click unsubscribe
- Approval steps, test sends, run history and replay when something fails
Segments that keep themselves up to date
Describe the contacts you want - by tag, lifecycle stage, score, lifetime value, owner, organisation, source, key dates or your own custom fields - and see the count before you save. Dynamic segments update as contacts change; static segments are lists you control.
- Filter on who can be reached by email, SMS or WhatsApp, and who has been contacted or has replied
- A contact joining or leaving a segment can start or stop a sequence
- Filter the contact list and run bulk actions on a segment
- Segment membership is available in reports
Contact scoring
Every score shows the rules behind it, with bands and decay, so the hottest leads rise to the top.
Meeting booking
Public booking pages for your meeting types and hosts, with reminders and a link to change the booking.
Link pages and QR codes
Link pages with QR codes for print and events, reporting page views, link clicks and QR scans.
See a sequence built for your business
We will build one of your follow-ups live: the trigger, the waits, the messages and the segment that feeds it.