The system of record, with the phone built into it.
People, businesses, deals and pipelines that the dialer writes to directly - no export, no nightly sync, no second seat licence.

Contacts
Manage your contact database and relationships
| ↓ | ||||||||
|---|---|---|---|---|---|---|---|---|
| James | Brown | Analyst | Harbour Data | Qualified | 94 | A. Kwan | 0d | |
| James | Johnson | Specialist | Ardent Logistics | Meeting Scheduled | 91 | M. Ortiz | 1d | |
| Jessica | Harris | Supervisor | Kestrel Health | Proposal Sent | 88 | S. Bhatt | 3d | |
| Sarah | Thomas | Coordinator | Halden Retail | Qualified | 85 | S. Bhatt | 2d | |
| Christopher | Williams | Executive | Meridian Freight | Interested | 82 | Saurav Kumar | 0d | |
| Michael | Williams | Coordinator | Northbridge | Meeting Scheduled | 76 | J. Reyes | 1d | |
| Matthew | Lopez | Developer | Selby Compliance | Interested | 71 | A. Kwan | 4d | |
| Jane | Davis | Manager | Larkfield Group | Contacted | 64 | M. Ortiz | 2d | |
| David | Johnson | Manager | Bramble Foods | Contacted | 57 | S. Bhatt | 6d | |
| Ashley | Martinez | Manager | Vantage Numbers | Contacted | 49 | J. Reyes | 9d | |
| Jane | Rodriguez | Manager | Halden Retail | Not Qualified | 21 | Saurav Kumar | 14d | |
| Daniel | White | Lead | Meridian Freight | Lost | 12 | M. Ortiz | 28d |
Product figures from the platform’s own defaults - not customer averages
A table that behaves like a table. Reorder columns by dragging them, pull an edge to resize, shift-click to stack sorts, and switch density. The sort and the filter go to the server, so the answer is the whole table rather than the page you can see.
Contacts
Manage your contact database and relationships
| ↓ | ||||||||
|---|---|---|---|---|---|---|---|---|
| James | Brown | Analyst | Harbour Data | Qualified | 94 | A. Kwan | 0d | |
| James | Johnson | Specialist | Ardent Logistics | Meeting Scheduled | 91 | M. Ortiz | 1d | |
| Jessica | Harris | Supervisor | Kestrel Health | Proposal Sent | 88 | S. Bhatt | 3d | |
| Sarah | Thomas | Coordinator | Halden Retail | Qualified | 85 | S. Bhatt | 2d | |
| Christopher | Williams | Executive | Meridian Freight | Interested | 82 | Saurav Kumar | 0d | |
| Michael | Williams | Coordinator | Northbridge | Meeting Scheduled | 76 | J. Reyes | 1d | |
| Matthew | Lopez | Developer | Selby Compliance | Interested | 71 | A. Kwan | 4d | |
| Jane | Davis | Manager | Larkfield Group | Contacted | 64 | M. Ortiz | 2d | |
| David | Johnson | Manager | Bramble Foods | Contacted | 57 | S. Bhatt | 6d | |
| Ashley | Martinez | Manager | Vantage Numbers | Contacted | 49 | J. Reyes | 9d | |
| Jane | Rodriguez | Manager | Halden Retail | Not Qualified | 21 | Saurav Kumar | 14d | |
| Daniel | White | Lead | Meridian Freight | Lost | 12 | M. Ortiz | 28d |
Drag a header, pull an edge, shift-click two columns
Deals move by being moved. Every pipeline keeps its own stages, colours and win probability, so the stage, the timestamp and the weighted forecast all follow from one gesture.
Deals
New business · 20 deals
Switch pipeline, then drag a card and watch the forecast move
The best CRM data is the data nobody had to enter. Every field a rep types is a field they can forget, mistype, or skip at 4:55 on a Friday.
The history assembles itself. Calls, field changes with both readings, email, notes, comments and the deals it was attached to are read from where they already sit and interleaved by when they happened. Watch a contact's day build, and count how many entries needed a person.
- Owner
- M. Ortiz
- Renewal
- 30 Sep
- Value
- $48,000
- Last touch
- today
- Dialer1
- AI3
- Workflow1
- A person0
- Outbound call connectedDialer4 min 12 s · recorded
- Transcript attachedAI812 words, on the record
- Lead Stage → Proposal SentAIwas Interested
- Renewal date → 30 SepAIheard at 01:14
- Comparison sheet sentWorkflowopened twice
- Meeting booked - Thu 10:00not yetcalendar synced
- Task for M. Ortiznot yetConfirm procurement contact
- “Wants the CFO on the next one.”not yetM. Ortiz
One of these was typed. The rest were written by the call, the model and the workflow that fired off them.
Assembling live - one entry was typed, the rest were not
Your filters are a place, not a ritual.
Columns, sorts and filters save together, then share to named people or to a whole role. “Hot leads, unclaimed, by owner” becomes a tab your team opens, not a setup somebody rebuilds every morning.
| Contact | Account | Stage | Owner | Value↓ |
|---|---|---|---|---|
| Alan Reyes | Ardent Logistics | Proposal Sent | S. Bhatt | $81.0k |
| Ben Osei | Larkfield Group | Qualified | M. Ortiz | $64.0k |
| Ken Adachi | Northbridge | Qualified | J. Reyes | $54.0k |
| Dana Whitlow | Meridian Freight | Proposal Sent | M. Ortiz | $48.0k |
| Nina Kaur | Kestrel Health | Meeting Scheduled | J. Reyes | $37.5k |
| Priya Raman | Halden Retail | Contacted | S. Bhatt | $22.5k |
| Ruth Bello | Vantage Numbers | Interested | A. Kwan | $9.8k |
Permissions down to the field group. A role hierarchy with sharing rules over it, and whole groups of fields withheld per profile, so a BPO can run several clients on one tenant without either seeing the other.
- Role hierarchyManagers inherit their team’s access, not the whole tenant.
- Sharing rulesGrant across branches without flattening the hierarchy underneath.
- Groups, not single fieldsCommercials, or diligence, withheld as a block per profile.
- Stripped on the serverA withheld group is absent from the response, not hidden in the browser.
| Field group | Floor | Team | Client | Admin |
|---|---|---|---|---|
| IdentityContact name · Phone number · Email | ||||
| CommercialDeal value · Commission rate | ||||
| DiligenceCredit check · Insurance cert | ||||
| TenancyClient account · Billing entity | ||||
| ComplianceCall recording · Consent record | ||||
| Internal notesMargin note · Escalation owner |
The permission is keyed to the group, never to a single field, so Commercial is both of its fields or neither. Hidden is hidden - a withheld group is absent from the record, the export, the report and the API response, not greyed out in the interface.
Built to be moved into, not just started in.
Moving in is the part most CRMs leave to you. It happens once, it happens under time pressure, and it is the only chance to get the shape of your data right before a floor starts working it.
Send the export. You get it back loaded, not a mapping guide
Anything without a home here becomes a custom field rather than a note
Calls and notes keep their own timestamps, not the import’s
Every header, where it is going, and what is left over
Migration support is included on every plan
Everything in this category
16 capabilitiesIndividual and business records in one table, with fourteen company columns, consent flags and every touchpoint attached, held by a person, role or team.
Unlimited pipelines, each with its own stages, win probability, colour and temperature. Seven seeded, and every stage change writes itself onto the deal.
Create the stages your floor argues about, colour them, order them and rate them hot, warm or cold, while six fixed categories keep the reporting stable.
Ten sources seeded and sealed, your own added beside them, each with a colour and a live count, and one stamped across a whole import rather than per row.
Eleven field types, all of them on the picker, with options, defaults and a section of their own, on leads, deals, products and vendors. No cap on how many.
Sort the fields you add into named sections with their own colour, order and table visibility, then grant or withhold a whole section per permission profile.
Columns, sorts, filters and layout save together and hand to a CRM role, so a new starter opens the same board instead of rebuilding it every morning.
Eighteen type-aware operators, a trigram search across seven columns, and a straight account of where a custom-field filter is resolved and what it costs.
Tick rows and reassign, export, delete or enrol them at once, filtered per record by permission, so a mixed selection returns a verdict per row.
Upload, map, review. Headers auto-map against the full field catalogue, imports stream so memory stays bounded, and a failed row never stops the run.
Matched on normalised email then phone, at the moment a record is written, so the duplicate is caught on the way in rather than found in a report later.
Every field change on a record with both values, beside the notes, mail, tasks and deal links against it, assembled as it happens rather than typed up later.
Calls, voicemails, emails and texts merged into one chronological history per lead, attached by the number they reached, with duration and the wrap-up code.
Tasks with assignees, reminders, comments and templates, raised by hand or by a sequence, and the only CRM object that leaves the app to find someone.
A role tree, sixteen org-level flags, per-entity CRUD and sharing rules across branches - so a BPO runs several clients on one tenant, safely.
Ten measures over six windows, with attainment read from won deals and logged work the moment you open the target rather than filed by hand or overnight.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Leads & Sales CRM
See your own pipeline in it.
Send a slice of your leads and deals. We will import them, dial one live, and you can watch the stage, the note and the next step land without anyone typing.
14-day trial · no card · migration included