Pipeline
Nobody has to type leads in. Every conversation becomes a lead on your board, moved along as the assistant learns more.

See your leads in columns, from New to Booked, and move them yourself when you need to.
Your stages are set for your type of business, and we can change them to match how you sell.
Leads waiting for a person are listed first, with the reason.
Download your leads as a CSV any time.
Leads and updates can flow to HubSpot, Zoho CRM or Google Sheets. Salesforce and Pipedrive are coming soon.