CRM
Manage leads and pipeline. Track deals, notes, and follow-ups in one place.
Sarah Chen
TechFlow
Mark Johnson
Scaleup
What you get
Manage your leads and sales pipeline in one place. Track deals through stages, add notes, schedule follow-ups, and keep your outreach organized. Sync with lead generation and outreach for a seamless workflow.
Why it matters
Leads without follow-up go cold. The CRM keeps your pipeline visible—who to contact, when, and what was said—so nothing falls through the cracks.
Key features
- Pipeline stages
- Deal tracking
- Notes and follow-ups
- Lead Gen sync
- Outreach integration
How it works
Leads from Lead Generation flow in. Organize by stage, add notes, schedule follow-ups. Use with Outreach Builder for end-to-end pipeline management.
Real-world examples
Solo founder managing 80 leads from Lead Gen
Pushed leads to CRM, tagged by fit score. Tracked which sequences converted. Identified "Decision Maker" tag had 5x close rate; refined targeting.
Agency with 5 clients, each with separate pipelines
Used stages: Lead → Qualified → Proposal → Won/Lost. Nothing fell through cracks; client asked "how do you stay so organized?"—became a selling point.