Features

Everything in one tab.

Most CRMs make you bolt the phone on, then charge you per seat for the privilege. This one came with it.

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Early access

Phone provider

Get a real local number in the area code you pick — Canada or the US — attached to your account in about ten seconds. Leads see it when you call, callbacks come back to you, and it's included in Pro.

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Live

Lead & client tracking

A four-stage pipeline you can actually see, notes that stay pinned where you left them, and multiple contacts per company. Point it at a Google Sheet and every row becomes a lead automatically.

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Live

Online booking

Send clients a link and they see only the times you are genuinely free, in their own timezone. The meeting lands on your calendar as a new lead. Want the same thing as a Book here button on your own website? That is an add-on and we fit it for you.

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Live

Calendar

Your bookings, follow-ups and call-backs on one calendar instead of three. Set a task from a call and it shows up there — so the day tells you what to do next rather than the other way round.

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Calling live · texting next

Texting & calling

Call any lead in one click — through your own mobile at no cost, or through your SalesTablet number with every call logged, timed and dropped into the timeline automatically. Two-way texting from the same screen is next on the list, and early-access accounts get it the day it ships.