CRM

A pipeline that follows up for you. From first enquiry to Closed / Won.

Every lead on one kanban board, with notes, files, follow-ups and the people working it. Website enquiries arrive already assigned, and the follow-ups you would have forgotten are scheduled the moment a lead changes stage.

Book a demo See the full journey

CRM · Leads

24 open

Enquiry

Backwater Stays portal

Website · Demo booked

Kochi Dental Group

Referral

Discovery

FinEdge KYC app

Scope in progress

Proposal Sent

Physio Plus booking

V2 sent · 1,240 h

Closed / Won

Urban Grocer POS

Create project →

Lead stages

01Enquiry
02Discovery
03Proposal Sent
04Negotiation
05Closed / Won

What you can do. Day one.

Drag-and-drop pipeline

Move leads between stages, reorder within a column, filter by assignee, and see pipeline totals per service pillar.

Follow-ups that schedule themselves

Stage-triggered templates create follow-ups automatically. Email templates send a personalised email to the lead on schedule.

Website enquiries, auto-assigned

Enquiries and demo bookings from your site land in Enquiry, assigned to a default owner, with the meeting already on the calendar.

A team on every lead

Add several people to a lead, each with their own rights: view contact, view budget, create scope, finalise.

Cold-lead alerts

Owners are nudged when a lead goes quiet for 3 days (configurable), and every stage move is on the lead’s timeline.

Files with a purpose

Tick an attachment to send it to the AI proposal agent, or to hand it over to the project when the deal is won.

AI in CRM

Where AI helps.

Reads each lead’s brief and suggests its service pillar: Design, Development or Marketing.
Hands off to AI Scoping, so the discovery chat starts from the lead’s notes and ticked files.
Anton can schedule or complete follow-ups for you, after you confirm.