CRM · Customers & pipeline
Capture leads, follow deals, send quotes and book appointments. With all your chat, order and campaign data already inside.
Contacts
Messages, orders, tasks and deals in the same place, with a summary written by the AI.
One record
Every contact with their full history and a suggested next step.
Import your contacts
Upload a CSV, match the columns and undo if you get it wrong. Shopify customers arrive on their own.
No duplicates
We find duplicate contacts and you merge them in one click, without losing anything.
Segments that update themselves
Rule-based lists that stay up to date and become audiences for Meta and Google.
Lead capture
Wherever it comes from, the request lands in the CRM with its source.
Website forms
Build the form, paste it on your site and see how many leads it brings.
Forms in WhatsApp
The customer fills them in without leaving the chat.
Meta and Google ads
Whoever leaves their details in a Meta or Google lead ad lands in the CRM on their own.
From conversations
Whoever writes to you in chat becomes a contact, already linked to the conversation.
Sales
You always know who to follow up first, and no lead goes unanswered.
Deals by stage
See every deal in columns, from first call to close.
Lead score
Every contact gets a score from 0 to 100: you know who to call first.
Automatic assignment
Every new lead goes to the right salesperson. If nobody answers in time, it moves to someone else.
Quotes with signature
Build the quote from a template, the customer opens it and signs online. If you sell on Shopify, they pay from the same link.
Sequences
A series of messages and reminders that starts on its own when a lead comes in.
Team report
Open deals, revenue and products sold per salesperson, and which campaigns customers come from.
Calendar and messages
The day's tasks, appointments and messages to customers all start from the same record.
Booking page
Customers book an appointment on their own, and you find it in your Google Calendar.
Tasks and reminders
The day's to-dos and appointments in one view.
Email and WhatsApp from the record
Write to the customer from your own address, and the reply stays in their history.
Email campaigns
Write the email, pick the segment and send at the time people reply most.
Lia
Lia works inside the CRM: it reads your data and acts for you.
Who to follow up
Tells you which contacts and deals have stalled, and drafts the message.
Routine work
Updates deals, creates tasks and quotes, merges duplicates: just ask.
Part of one brain
The CRM uses the same chat, order and campaign data, and triggers your automations: nothing to copy from one tool to another.
Related
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