For growing businesses
Keep your grip as the business grows.
What worked with three people and a spreadsheet starts to break with ten. Give everyone the same view and clear ownership.
The challenge
Growth makes small gaps bigger
- More customers than one person can remember
- Deals passed between people with lost context
- Marketing and sales working from different lists
- New colleagues who have to learn several tools
Capabilities
What keeps things together
One record for each customerNew colleagues can read the whole history.Owners and pipelinesEveryone sees who is responsible for what.Shared inboxAssign conversations rather than forwarding them.Lead trackingSee where leads come from and where they go.AutomationsTurn your way of working into steps that always happen.Documents and paymentsKeep financial records close to the customer.
Example workflow
A clean handover when a deal is won
When sales closes a deal, the next team knows straight away, with the context they need.
Sales to onboarding handover
WhenA deal is won
ThenCreate a task to start onboarding
ThenAdd a note to the deal
ThenSend an email to the contact
ThenPost to Slack
Collaboration
Teams and roles
Invite colleagues as owners, admins or members. Each workspace is private to your business.
Grow without losing track.
Discover a smarter way to manage, market and grow your business.