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CRM

One inbox.One list ofcustomers

Texts, emails and form replies land in one inbox, and everyone who's bought, booked or got in touch is in one list of contacts. Your team answers there, and so do your automations.

Everything you know about a customer

Contacts, conversations, deals and bookings share the workspace with your store, so nothing needs copying over.

One inbox

Texts to your numbers and emails to your domain, in one list. Assign each conversation to someone on the team.

Templates

Write an email or a text once, and it fills in each contact's name and details as it goes out.

Contacts and companies

Everyone who's bought, booked or filled in a form, the businesses they work at, and the fields you add.

Pipelines

Deals on a board, stage by stage, with each pipeline's value weighted by how likely its deals are to close.

Bookings

Classes, tastings and consultations on booking pages that follow your hours, breaks and notice.

Invoices and payment links

Send invoices and reminders, or share a link anyone can pay. It all goes through your Stripe account.

Let customers book themselves.

Each calendar gets a booking page. Customers pick a time that fits your hours, and you can take a deposit through Stripe.

Seat several people in a class, or one at a time for a consultation.

  • Weekly hours, days off and the notice you need
  • A break after each booking, before the next one
  • A reminder text the day before, sent by an automation

Every deal, stage by stage.

Wholesale accounts, catering, events: give each kind of deal a pipeline with stages of its own, and drag deals along as they move.

Won and lost stages close a deal, and each stage's odds weight what the pipeline is worth.

Questions, answered.

Know every customer by name.

Bring your texts, emails, bookings and deals into one place. It's free to start.