CRM

A CRM that lives right next to your outreach

Contacts, companies and deals in the same workspace as your campaigns and content — so a reply becomes a deal in one click and nothing falls through the cracks.

The deal pipeline

What's included

Everything in CRM

Overview

A live dashboard: contacts, companies, open deals and total pipeline value at a glance.

Contacts

Import by card scan, paste, CSV or sync — with source tags and a rich edit drawer.

Companies

Auto-derived from email domains, with website, industry and size — no manual entry.

Deals

A drag-and-drop kanban pipeline with custom stages, values and win/lost tracking.

CRM

Turn conversations into pipeline

Every contact you reach on LinkedIn or capture from content flows into the CRM automatically. When a prospect replies, create a deal from the contact in one click — pre-filled with their company.

  • Create a deal straight from any contact
  • Auto-derive the company from a work-email domain
  • Custom pipelines and stages you control
  • Win / lost tracking and total pipeline value
A deal from any contact, in one click
CRM

One source of truth across the platform

The lead you import, the prospect you message, the contact in your CRM and the deal in your pipeline are the same record — so outreach, engagement and content all stay in sync.

  • Leads sync CRM → Outreach → Engagement
  • Fetch a contact's LinkedIn URL and latest posts
  • Business-card scanner, quick-add and CSV import
  • Source tags so you always know where a lead came from
Companies and deals, filled in for you
Outcomes

Why teams choose it

Zero busywork

Companies and contacts fill themselves in from email domains and synced leads.

Faster follow-up

A reply becomes a tracked deal in a single click.

Full visibility

See contacts, companies, open deals and pipeline value in one view.

FAQ

CRM — questions, answered

Is the CRM included or a separate tool?

It's fully built in. Contacts, companies, deals and custom pipelines live in the same workspace as your outreach, engagement and content — no extra subscription or integration.

Can I import my existing contacts?

Yes — by CSV, a business-card scanner (OCR), quick-add by text, or by syncing leads from your outreach and engagement. Each contact keeps a source tag.

Does it auto-create companies?

Yes. When a contact has a work email, the company is derived from the domain (free email providers are skipped) and enriched with website, industry and size.

Can I build my own pipeline stages?

Yes — create multiple pipelines, rename or add stages, set colours and mark Won/Lost terminal stages. Deals move with drag-and-drop.

See CRM in action

Book a call and our team sets up your whole workspace — done for you.