Capture every inbound lead, follow up on time, and see which campaigns produce revenue.

Every lead, captured once

Website forms, Meta lead forms, landing pages, Zapier or a CSV — each lead lands with its campaign, ad set, ad and landing page, and existing people are matched by email or phone instead of duplicated.

Follow up on time

Leads are routed round robin to the right rep with a first-response timer. My Day shows each rep who to call now, what is overdue and what is booked.

See what makes money

Pipeline, appointments, won revenue and attribution by source, campaign and ad, plus a CRM health score that shows where follow-up is slipping.

Automations you can trust

Rules for tasks, stage moves, notifications and webhooks — with a dry-run simulator and a trace of every run, so nothing fires twice.

Built for AI agents and integrations

Everything a rep can do has an API: create leads, read the work queue, log calls, move deals, book appointments and record revenue. Create a scoped API key under API & agents in your workspace, then connect any of these:

MCP server: For Claude, ChatGPT and other agents./api/public/mcp
REST API: OpenAPI 3.1 — import into Zapier, Make, n8n or Postman./api/public/v1/openapi.json
Webhooks: Signed events out when leads arrive, deals move or revenue is won; signed lead webhooks in from any form.