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Recent wins
| Name | Company | Stage | Health | Follow-up | Value | Source |
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Follow-ups
Google Cal
Tasks
Upcoming events
Notifications
Stay on top of lead updates, messages, and tasks.
No notifications yet.
Select a conversation to start messaging
Quick Sequences
Set it in 2 minutes and your follow-ups run automatically. Pick a template or build your own.
Need conditional logic, SMS automation, or behaviour-based triggers? Explore Flow Builder →
Integrations
Connect your tools so leads flow in automatically. Each integration provides a unique webhook URL that receives lead data and creates leads in your pipeline.
Organisation
Invite team member
Invite by email. They'll be added when they sign up or log in.
Pending invitations
Team members
Owner has full control. Admins can manage leads, pipelines, and automations. Members can only see assigned leads.
Pipeline stages
Rename, add, or remove stages. Changes apply instantly.
Business details
Used to personalise automation messages and exports.
Currency
Choose the currency displayed across the app for deal values and pipeline totals.
Notifications
Choose which email notifications you receive.
Overdue follow-up alerts
Get emailed when a follow-up becomes overdue
Lead assignment alerts
Get emailed when a new lead is assigned to you
Daily summary
Receive a daily email summarising today's actions
Data management
Export your leads or manage data.
Your profile
Update your personal details. These are visible to your team.
Email address
Change the email you use to sign in. You'll need to verify the new address.
Password
Change your sign-in password. Must be at least 6 characters.
Danger zone
Sign out of your account on this device.