Strategy, CRM and work management in one app
Plan your strategy, sell with a built-in CRM and get the work done, in one workspace your whole team actually opens every week.
Try Pro free for 14 days. No card needed.
Q4 rocks
Scorecard
Deals · Proposal
Halvorsen Dental Group
$18,400
Next step: demo, Thu
Marisol Logistics
$7,250
No next step
Assistant
Close rate is under goal and one deal in Proposal has no next step.
Three pillars, one workspace
Most small companies juggle a planning tool, a CRM and a task app that never talk to each other. Here they share the same people, the same data and the same week.
Plan
Write the vision once, set quarterly rocks, track the numbers that matter and solve issues in a weekly meeting that starts and ends on time.
Weekly meeting · 90 min
Sell
Contacts, companies, deals and support tickets in one place, with forms that drop new leads straight into your pipeline.
Do
Tasks, projects and a shared calendar, linked to the rocks and deals they move forward, so everyone knows what to do next.
And everything around it
Processes, how-tos and policies your team can find in seconds.
Seats, roles and who reports to whom, always current.
Company news that people actually see and read.
Let routine steps run on their own when something changes.
Dashboards for sales, work and the scorecard, without spreadsheets.
Email campaigns and simple websites that feed your CRM.
Ask about your numbers, deals and tasks in plain language.
Each person picks their language. Your data stays the same.
Any currency, time zone, phone format and address.
Pricing
Start free. Upgrade when the whole team is in.
US$19per user / month
Everything in one workspace, for growing teams.
Start your trialSet up your workspace in minutes. Bring your vision, your customers and your work.