Everything a small team needs to run its pipeline
One place for the companies you sell to, the people inside them and the work in flight, with research and outreach beside the record rather than in another tab.
- Mira Vandelay Email and phone New Not recorded
- Tobias Ferrand Email Working Not recorded
- Petra Osterlund Phone Qualified Not recorded
Opened a second cross-dock in Tampere and is hiring a fleet planner
Contacts, companies and deals
Keep every company, the people inside it and the deals in flight in one place, with a timeline that shows what happened and when.
- Companies and contacts with the group structure a real organisation has
- Pipelines and stages you name, with deals moving through them
- A timeline on every record: notes, tasks, emails and imports
- Saved views and tags, so the list you work from is the one you built
- Thornbury Glassworks Will create
- Harbourline Haulage Matches an existing record
- Merrow Bay Cabinetry Will create
- Halvard Ceramics Will create
Bring your data with you
Import a spreadsheet, see exactly what will be created or matched, and only then apply it.
- A preview that names every new record and every match before anything is written
- Duplicate detection on names, addresses and domains
- Nothing is applied until you say so
Opened a second cross-dock in Tampere and is hiring a fleet planner
Research that cites its sources
Ask for a company to be researched and get findings with the page each one came from, never a paragraph you have to take on trust.
- Every finding carries the address the model actually retrieved
- You accept a finding onto the record; nothing is written behind you
- Drafting and summarising over your own records, with what each run cost shown in your own workspace
Hi First name, congratulations on the Tampere site. We work with freight operators adding a second cross-dock, and the planning hire usually lands a month late. Worth twenty minutes?
Every message carries your unsubscribe link.Outreach from your own mailbox
Send from the mailbox you already use, with unsubscribe handling and suppression built in rather than bolted on.
- Connect a Microsoft 365 mailbox and send as yourself
- Sequences with the pacing and daily caps a real inbox needs
- One-click unsubscribe, and a suppression list checked at the moment of sending
- 42%
- 31%
- 18%
- 9%
A dashboard you arrange
Panels you choose, sized and ordered the way you work, over your workspace's own numbers.
- Pick the panels that matter and drop the ones that do not
- Charts drawn from your data, with the figures you can check
- Move, size and remove each panel yourself, and the layout is yours
- CA Corin Ashdale Owner
- IL Imogen Larkspur Administrator
- DP Dominik Pravec Member
- Invitation sent Not accepted yet
Workspaces and teammates
Invite the people you work with, give them a role, and keep each workspace's data to itself.
- Invitations by email, with a role chosen when you send them
- Owner, Admin and Member, meaning the same thing on every surface
- One account can hold several workspaces, each isolated from the others