Your contact form, chatbot, bookings, Meta ads, DMs and inbox all feed one board. Routing rules hand every lead to the right person the second it lands, every touch logs itself on the record — and automations chase the follow-up so you don't have to.
Sales pipeline
Every channel, one board — updated live
New
2Qualified
2Won
217 sources
tracked out of the box — forms, chat, ads, DMs, email, API
Rules + round-robin
route every lead to the right owner automatically
Instant alerts
push and email the moment a lead lands
Every touch
stage moves, notes, emails and messages auto-logged
Four things happen in order. You set the stages and the rules; capture, routing and follow-through run themselves.
Your contact form, AI chatbot, bookings, Meta lead ads, LinkedIn, Instagram, Facebook, WhatsApp and Telegram DMs, SMS and plain email all create leads the moment they happen — plus CSV import, the API and GoHighLevel sync. Seventeen sources, one board.
No more copy-paste between tools
Capture
Every source lands in the first stage, automatically
Source, estimated value, address, their first message and every reply thread onto one record automatically. Open a card and you know who they are, where they came from and what was said — before you've typed a word.
Source · value · history on every card
Lead record
Context before you've said a word
Ordered rules match on source, country, region, city or deal value, then assign a specific rep or a fair round-robin pool — with a fallback owner so nothing sits unclaimed. The owner gets a push alert and an email the second it lands.
Round-robin pools · fallback owner
Routing rules
First match wins — pools rotate fairly
Routing never blocks capture — a failed rule resolves to unassigned
Automations fire on new leads, quiet leads, bookings and stage changes — sending the follow-up, moving the card, setting the reminder or asking for the review. You watch a pipeline that moves itself.
Quiet-lead rescue · review requests
3 quiet days in a stage
You pick the threshold
Ivan re-engages before it goes cold
Follow-up message
Try another channel
Reminder for the owner
Move the card
No lead quietly dies in a column
Silence becomes a task, not a loss
No bolt-on capture forms, no Zapier glue, no end-of-day data entry. The pipeline is wired into every channel the platform runs.
Contact form, AI chatbot, bookings, Meta lead ads, LinkedIn, Instagram, Facebook, WhatsApp and Telegram DMs, SMS, email, website-visitor reveals, GoHighLevel, the API and CSV import — every one creates the lead for you.
Name your own columns, drag them into your order and mark won and lost — the board molds to your sales process, not the other way around.
Move cards between stages, search the whole pipeline, and filter by source, owner or date — fast even with thousands of leads.
Ordered rules match on source, country, region, city or deal value, then assign a rep or a fair round-robin pool. A fallback owner catches whatever slips through — and routing never blocks capture.
Set an estimated value per lead and route on it — big fish can skip the queue straight to your senior rep.
Send email, Instagram, Facebook, WhatsApp, Telegram or LinkedIn messages right from the lead's page — replies thread back onto the same record.
Creation, stage moves, assignments, notes, reminders and messages are timestamped automatically — the audit trail writes itself.
Set a reminder on any lead and it lands in your inbox and push when it's due — quiet leads get rescued, not forgotten.
Bring CSV, XLS or XLSX files, map your columns, skip duplicates by email — and let Ivan draft a first-touch email for every large import.
List, create, update and delete contacts over the v1 API, and stream lead.created events to your own endpoints.
Every event on a lead — created, replied, gone quiet, stage moved — can kick off a workflow across the whole platform. These four recipes run out of the box.
A lead lands from any channel and the machine spins up: routing rules pick the owner — a rep or a round-robin pool — push and email alerts go out, a welcome message fires, and a follow-up reminder is set. First response in minutes, even at 2am.
New lead lands
Form, chatbot, ad, DM or API
Ivan matches your routing rules
Round-robin assign
Push + email alert
Welcome message
Follow-up reminder
Answered in minutes, owned instantly
Even when the lead lands at 2am
Move a card to Won and the post-sale play runs itself: the review request goes out at your chosen trigger stage, the conversion relays back to Meta so your ads learn, the team gets notified and onboarding starts.
Deal moves to Won
By drag, API or automation
Ivan runs the post-sale play
Ask for the review
Relay conversion to Meta
Notify the team
Kick off onboarding
Reviews and handoff on autopilot
Fires at your chosen trigger stage
When a lead replies with interest, Ivan classifies it and acts: the booking link goes out, the card advances to the right stage, the owner gets pinged, and the whole thread stays logged on the record.
Lead replies “interested”
Read and classified for intent
Ivan drafts the next step in your voice
Send booking link
Advance the stage
Ping the owner
Log the thread
Call booked, pipeline updated
You approve, or auto-send per channel
A lead that's sat untouched in a stage for your chosen number of days becomes a task, not a loss: Ivan sends the follow-up, tries another channel, and nudges the owner with a reminder until it moves.
3 quiet days in a stage
You pick the threshold
Ivan re-engages before it goes cold
Follow-up message
Try another channel
Reminder for the owner
Move the card
No lead quietly dies in a column
Silence becomes a task, not a loss
…and these compose with any workflow you build — trigger on a new lead, a quiet lead, a booking or a stage change and act across email, SMS, WhatsApp, LinkedIn and the board itself.
The worst part of any CRM is the data entry. Here the record keeps itself: creation, stage moves, assignments, notes, reminders and every message — timestamped in order, on the lead, forever.
Activity
Rachel Mendez · auto-logged, never typed up
Emails match by address and attach themselves
Start the trial, connect a channel or import a list, and the first lead that lands gets captured, assigned and followed up — before you've finished your coffee.
Import CSV, XLS or XLSX files straight onto the board — you map your columns, and duplicates are skipped by email address both against your existing leads and within the file itself. Large imports automatically hand the list to Agent Ivan, who drafts a first-touch email for each contact so a migration doubles as a re-engagement campaign.
Still curious? The fastest answer is seeing it run.
Start your free trial and watch the next form fill, DM or ad lead capture itself, find its owner and start its follow-up — while you do literally anything else.
7-day free trial · your own workspace free forever · cancel anytime during the trial.