CRM with pipelines, deals & one customer record
Contacts, companies, visual sales pipelines, and a unified timeline — sharing the same customer record as your point of sale, inventory, and scheduling. No syncing between disconnected tools. Take it as it's built, or have it built to your workflows.
One record of every customer
Contacts and companies are a shared platform record — the same person your CRM tracks is the customer at your POS, on your class roster, and on your storefront orders. Duplicate-contact detection keeps that record clean as your team adds people from every direction.
- Contacts and companies with full relationship history
- Duplicate detection so one customer stays one record
- Shared across POS, inventory, scheduling, and orders — not a siloed database
Visual pipelines and deals
Move deals through the stages of your sales process on a visual board built around how your business actually sells. Each stage can carry its own task templates so the right work happens at the right step — nothing falls through the cracks.
- Drag-and-drop pipeline board with your own stages
- Per-stage task templates that trigger the right follow-up
- Activities logged against every contact and deal
A unified customer timeline
Every interaction — activities, deals, form submissions, and more — lands on one timeline per customer, so anyone on your team can see the whole relationship at a glance instead of piecing it together from five apps.
- One chronological view of the entire relationship
- Form submissions attach to the matching contact automatically
- Context every team member can act on
Forms that feed the pipeline
Attach forms to your pipeline stages and share a public link anyone can fill out with no login. Submissions flow straight onto the matching contact and deal — the same forms engine your website uses, surfaced right inside CRM.
- Stage forms you can send as a public link
- Submissions routed to the right contact and deal
- One forms engine shared with the Website module — never rebuilt
Forecasting without a spreadsheet
A pipeline forecast reads straight from your live deals, so you can see what's likely to close without exporting anything. Reporting spans the modules you run, because they all share the same customer and commerce data.
- Pipeline forecast from live deal data
- Cross-module reporting on one dataset
- No CSV exports to keep numbers current
Common questions
Does the CRM share data with the rest of the platform?
Yes — contacts and companies are a shared platform record. A customer in your CRM is the same customer at your POS, on your class roster, and on your storefront orders, with no syncing between tools.
Can I customize the sales pipeline stages?
Yes. Pipelines are built around your sales process, and each stage can carry its own task templates so the right follow-up happens automatically.
Can prospects fill out a form without an account?
Yes. CRM forms can be shared as a public link that anyone can complete with no login, and the submission attaches to the matching contact and deal.
How much does the CRM cost?
Running the platform is a per-user subscription; building your CRM to your workflows is a separate, scoped one-time fee — or take it as it's built. Every account starts with a 30-day free trial. See the pricing page for details.
Put every customer on one record
Start free for 30 days, or book a 15-minute call and we'll map your sales process to a pipeline that fits.