So your team knows exactly who to follow up with and when, without digging through five different tools.
Click a stage to see how leads look at each point in your pipeline.
Four jobs that keep your pipeline clean and your team focused on the right leads.
Chat, phone, forms, and messages all flow into one lead record automatically.
AI grades intent A–D so your team starts with the strongest opportunities.
Every transcript, note, and message lives on one clean lead record.
Stage changes and score updates fire the right outreach automatically.
Four automated steps that keep every lead moving forward.
Chat, call, form, or webhook: every new contact lands in the CRM automatically with source, channel, and timestamp.
The AI grades the lead A through D based on intent signals. High-grade leads get surfaced immediately for your team.
When a lead changes stage, the right outreach fires automatically - text, email, or AI voice - without anyone having to remember to send it.
Built tighter than a full sales CRM — focused on capture, qualify, and follow-up for small business.
Calls, chats, forms, notes, and messages all land in one clean record from the moment contact is made.
Let the system grade intent so your team starts with the best opportunities first. A-grade leads get priority. D-grade leads get a different sequence.
Keep status, owner, notes, and next action visible for every lead. No more "did someone follow up with them?" conversations.
When a lead changes stage, your outreach should move with it. Text, email, and AI voice sequences fire automatically based on CRM events.
Every input and output your team needs, connected in one workflow engine.
Real results from small businesses using the CRM and lead scoring.
Noah Little · Owner, Noah's CS Coaching
"Since integrating their AI tools, we've observed a significant increase in the number of qualified leads closing across all accounts. The AI chatbot and CRM make it easy to see who is worth following up with immediately."
AI lead scoring — every new lead graded automatically on arrival
Outbound follow-up triggered the moment a lead changes stage
Common questions about the lead management CRM.
It's a lightweight lead CRM purpose-built for capture, scoring, and follow-up. It's not a full enterprise CRM, but it connects to your existing CRM via webhook if you already have one.
Yes. The AI grades every lead A through D based on intent signals from chats, calls, and form submissions, with no manual tagging required.
Yes. Stage changes, new lead entries, and score updates can all trigger automated outbound sequences across text, email, and AI voice.
Yes. Chat transcripts, call transcripts, and manual notes are all stored on the lead record and accessible from one view.
Yes, via outbound webhooks you can push lead data to any CRM that accepts webhooks, including HubSpot, Salesforce, and custom tools.
Yes. The lead record tracks both pre-sale and post-sale interactions in one place, so sales and support teams share the same context.
See how AI scoring and workflows keep your pipeline moving without extra admin.