CRM
A kanban pipeline for the people you're actively trying to close — connected to the same contacts, orders, and bookings already living in your workspace.
Get started free →Pipelines
A deal isn't everyone who ever signed up — it's someone you're actively talking to about buying something.
Read the docs →Run separate boards for Sales, Calls & Bookings, Courses, or however your business actually segments — drag-and-drop stages, own custom fields per pipeline. 1 pipeline free, up to 10 on Team, unlimited on Business.
Add text, number, date, or select fields specific to how you track a deal — encrypted at rest, just like every other field that could hold customer information.
A confirmed booking can become a deal on your pipeline in one click — no re-typing a contact you already have.
Automatic value
Stop typing dollar amounts by hand — a deal created from a real order already knows what it's worth.
When an automation creates a deal off an order or booking, its value is pulled from the actual charge — never overwritten if you've already set the value manually.
Every real purchase — a product order or a paid-page membership — rolls up into a running lifetime-value total on the contact itself, visible right on the deal.
Contacts here are the same contacts your email campaigns and automations use — no separate CRM database to reconcile against your mailing list.
Not a spreadsheet you update by hand after the fact.
Features, capabilities, and integrations described on this page reflect our current product direction and may not all be fully available, enabled by default, or identical across every plan today. Some are still being rolled out, and availability, timelines, and specific behavior are subject to change without notice. This page is descriptive, not a contractual guarantee of functionality — see our Terms of Service or documentation for current, authoritative details, or contact us with questions before relying on any specific claim here.