From lead acquisition to active client. Streamline every step with powerful automation, smart templates, and real-time analytics.
Powerful tools designed to streamline your client operations from start to finish.
Upload Excel or CSV files with intelligent column mapping. Auto-detect duplicates and validate data instantly.
Send personalized proposals, contracts, and receipts with dynamic variables. One click, perfect emails.
Visualize your sales funnel with drag-and-drop Kanban boards. Move leads through stages effortlessly.
Schedule calls and meetings with built-in calendar. Search leads and book slots in seconds.
Real-time reports and insights. Track conversions, revenue, and team performance at a glance.
Complete audit trail of every action. Know who did what and when with detailed activity logs.
A simple, streamlined process to manage your entire client lifecycle.
Upload your leads from Excel, CSV, or add them manually.
Auto-score leads based on criteria. Focus on high-value prospects.
Send proposals, schedule calls, and move leads through the pipeline.
Send contracts, receive payments, and welcome new clients.
Join the team and experience the power of automated client management.
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