Setting, closing and upsell run side by side as separate kanban pipelines — each with its own stages, colours and rules. Drag and drop moves deals in seconds, and every stage change can trigger automations.
Calls, emails, SMS, WhatsApp, meetings and notes — everything lands in a single activity timeline on the lead. Your team sees at a glance who did what and when, and never has to work in the dark again.
Saved filtered lists — every rep sees exactly their own deals and leads, with nobody else’s data in the way. Global search covers leads, deals and lead IDs instantly, with no reloading.
Assign roles (admin, closer, setter, read-only) and control per pipeline or per deal who sees what. By default setters see only their own leads; admins see everything. Every check runs on the server.
A native app for iOS and Android — move a deal, call a lead, reply on WhatsApp and change deal status. Push notifications the moment a lead comes in.
