Salon
Clinic
Lawyers
Real estate
Store
Cellist
Drummer
The Boss
Zook
Crystal
The Musicians
The Killers
The Aliens
Specials
Design your own
CRM
Your CRM keeps contacts, inquiries and deals in one place: agents take in every lead, move it through the pipeline, assign an owner, with no double typing.
One pipeline, no double typing
Takes in every lead
A new lead from a form is matched to an existing contact by phone or email, or becomes a new one, and starts in the first stage of the pipeline. The same lead twice never opens a second inquiry.
Moves it through the pipeline
An agent moves an inquiry to another stage of its own pipeline. Moving to a lost stage can require a reason.
Assigns an owner
Gives an inquiry an owner, any active member of the workspace, or clears it.
Logs every activity
A note, a call, a missed call or a follow-up task, each on the inquiry it belongs to.
Connects your own systems
API keys scoped to read or write let your own systems bring leads in and read them out.
The agents never touch the database directly
Only approved tools
Every write goes through a declared action: intake, assign owner, move stage, log activity. There is no open door to the data.
Nothing is ever deleted
The CRM never archives a contact on its own; nothing the plugin does removes a person's record.
