The CRM that already knows your website
Orders, bookings and quote requests from your site land in one place. Each morning Pro lists who to reach out to first, then sends the follow-ups for you. Just $50/mo with your website included.
Cancel anytime. No contracts. No setup fees.
Every client on one board, in your words
Drag a card as the work moves. The columns use the words mortgage & insurance use, set by your tools.
Deal board for mortgage & insurance
- New
- Contacted
- Estimate sent
- Booked
- Done
- Paid
Each tool adds its CRM side
Turned on for mortgage & insurance. Switch on another tool and its CRM side comes with it.
Services & quotes
Estimate → Booked → Done → Paid board, quote follow-up reminders.
Marketing
Email campaigns to groups of customers, birthday and anniversary emails.
Reviews
Asks happy customers for a review automatically after a sale or finished job.
Your clients hear from you without you lifting a finger
- A game plan every morningWho to reach out to first, what’s due and new clients waiting, in your inbox at 7.
- Reminders and follow-upsDue dates on every contact, on your phone’s calendar, so nobody slips.
- Email campaignsSend news and offers to groups of clients, and see what got clicked.
- The whole historyEvery form, booking, order, note and email on one page per person.
Website + store + CRM
$50/mo
Pro
Everything in Starter, plus the CRM that brings customers back.
Moving from another CRM?
Export a spreadsheet from your old CRM or email tool and drop it in. Stages, notes and birthdays come with it. Free.
- A daily game plan: who to reach out to first
- A deal board in your business’s words
- Email campaigns to your customer groups
- Reminders and follow-ups that send themselves
- Each customer’s full history
- Every tool’s CRM side
- Team logins: everyone gets their own, and leads are shared out
Turn first-time buyers into regulars
Pick your business and a look, add a few products or services, and share your link. Monthly, cancel anytime.