Feature Spotlight

All Your Customers. One Place. Zero Chaos.

Centralized customer data, deal tracking, task management, and team collaboration. No more lost sticky notes or forgotten follow-ups.

Pipeline View
New Leads12
In Discussion5
JD
John Doe
$850.00 • Plumbing
HOTSMS
Won8
check
SM
Sarah M.
$1,200.00
Pipeline Value
$42,850.00
attach_money
New Sale
+$1,200 Revenue
The Silent Business Killer

Your Current "System" Is Costing You Deals

Sticky notes, spreadsheets, and memory aren't a system.

Lost Deals: $4,000/mo. Wasted Time: $1,000/mo.

Total Cost: $5,000-7,000/month in lost revenue and chaos.

  • error

    20% of leads lost because of forgotten follow-ups

  • error

    5-10 hours/week wasted searching for info

  • error

    Customer frustration: "I already told you that"

  • error

    Team dysfunction: Missed handoffs and duplicate work

Cost of Chaos

Lost Deals-$4,000/mo
Wasted Time-$1,000/mo
Total Monthly Cost-$5,000

Stop the chaos

How It Works

CRM in 5 Steps

One source of truth for your entire business.

1
person_add

Lead Comes In

Call, text, email, or form. CRM creates record automatically with source, timestamp, and tags.

2
forum

All Communication Logged

Every text, call (recorded), email, and note is saved in one timeline. 100% context.

3
trending_up

Deal Created

Track progress visually. Lead → Qualified → Proposal → Won. Know your revenue pipeline.

4
task

Tasks & Reminders

"Call John tomorrow at 2pm". System reminds you. You never forget.

5
group

Team Collaboration

Sales, scheduling, and billing all see the same info. Seamless Handoffs.

What You Get

Your revenue insurance.

verified

Never Lose a Lead

Every contact captured. Every follow-up set. Nothing falls through the cracks.

history

Full History

See every interaction instantly. No more "refresh my memory".

insights

Deal Pipeline

Visual tracking of all deals. Forecast revenue accurately. Identify stuck deals.

task_alt

Task Management

Automated reminders for you and your team. Stay organized effortlessly.

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Mobile App

Full CRM on your phone. Run your business from anywhere.

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Reporting

Know your numbers. Close rates, lead sources, and team performance.

Frequently Asked Questions

Is this hard to learn?

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Most people are up and running in 30 minutes. We provide training and it's intuitive.

Can I import existing contacts?

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Yes. Import from spreadsheet, Google Contacts, or old CRM easily.

Can I access it on my phone?

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Yes. Robust iOS and Android apps included.

Is my data safe?

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Bank-level encryption. Daily backups. Export anytime.

Can I customize fields?

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Fully customizable. Add any data points you need.

Stop Losing Deals to Sticky Notes

Take our free scorecard to see where your online systems are falling short.

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