A Kanban-style board that organizes your leads into four columns: New, Contacted, Qualified, and Unqualified. See your whole pipeline at a glance and click any card to open the record.
The top of your workspace now shows live counts for Total Records, Leads, Contacts, and Flagged Duplicates. Tap any card to instantly filter the list to that group.
When you filter to Leads, a Follow-up Date column appears automatically in the contact list. Past-due follow-up dates display in red so nothing gets missed.
With the Flagged Duplicates filter active, clicking a record now takes you directly to the side-by-side comparison view for that pair instead of the edit screen.
Tag pills are now alphabetically ordered and lay out in a clean two-row grid on mobile so all six tags are visible without scrolling.
The search bar now has its own full-width row on mobile. Action buttons show their full labels. The app is usable and fast on any phone without needing to pinch or zoom.
Contacts and leads in a single, unified record list. One place for everyone in your pipeline.
Move leads through New, Contacted, Qualified, and Unqualified. Convert a lead to a contact in one click when a deal closes.
Full contact details and context on every record so nothing slips through.
Scan, review, and merge duplicate records. Your data stays clean without extra effort.
Download the import template, upload your contacts, and review duplicates before anything gets saved.
Export your data anytime for backups, mail merges, or reporting.
Up to 2 seats included in every workspace. Additional seats available.
Built into the app. Answers are always one click away, right where you need them.
Tell us what you need directly from your workspace. We read every submission.
Follows your system preference automatically.
Log sent emails directly to a contact record. Your communication history, all in one place.
Set a reminder on any record and get notified when it's time to follow up.
A full history on each record showing edits, notes, and stage changes over time.
Admin vs. standard user access so you control who can do what in your workspace.
Insights into your pipeline, activity, and follow-ups. See what's working, and what isn't.