Leads
Where strangers become deals — in one click. Hit the trend-arrow on a lead row: the tag flips Lead → Prospect, a "Has Deal" badge appears, a new opportunity lands at the top of your Pipeline. No wizard, no field-filling ceremony.
Where strangers become deals — in one click. Hit the trend-arrow on a lead row: the tag flips Lead → Prospect, a "Has Deal" badge appears, a new opportunity lands at the top of your Pipeline. No wizard, no field-filling ceremony.
Name, title, account, source. Lead tag automatic; lifecycle stage starts at top of funnel.
Search, filter by Type (Lead / Prospect), edit context as the relationship warms.
The trend-arrow on the row. Tag flips Lead → Prospect, "Has Deal" badge appears, a new Opportunity lands at the top of Prospecting in the Pipeline. One click.
Free forever. No conversion wizard. No multi-step ceremony.
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The cold prospect you met at the conference, promoted to Prospect the day they replied to your email. The referral from a current client, in the funnel for a week, deal lands in Prospecting once the discovery call books. The inbound from the contact form, qualified to Prospect Wednesday, opportunity created Thursday. The five-row funnel you'd otherwise track in a "Leads.xlsx" tab that nobody opens. The Lead → Prospect → Opportunity transition that's normally a 4-step wizard, here it's one button. The deal that would have evaporated in someone else's CRM because the conversion required too much paperwork.