Inbox

Alerts

Sound

Click anywhere on the page once to allow sound

Alerts only work while a CRM tab is open in your browser.

Drag and drop leads to update their sales stage.

Pipeline Value: R 0

Master database of all accounts.

Company	Requested Service	Owner	Stage	Deal Value (ZAR)	Touches

Onboarding & POC Hub

Accounts currently in active implementation or trial.

Monthly revenue

R 0

The sum of the monthly fee of every service with status Active. Licence fees count as monthly amounts. A service counts even if its start date is in the future, and even if its client is Paused.

Leads at stage Client not yet added as clients

Matched by company name (ignoring capitals and spaces at the ends). Adding a client never changes the lead.

Scorecard

Whose ads

Workspace Settings & Email Configurations

Manage Gmail compose, AI drafting rules, Email Templates, and Outgoing Email Signatures. Shared with your whole team.

Gmail Compose

Opens in your own Gmail

Active

Signed in as: -

Emails sent from leads open Gmail's compose window in your browser with the template applied, and each one is logged on the lead. The CRM never has access to your mailbox, and nothing is sent without you pressing Send in Gmail.

Default Outgoing Email Signature

Appended automatically to emails sent from leads

Placeholders available: {{owner_name}}

AI Email Drafting

Drafts only. A person reviews and sends every message. Nothing sends on its own.

Usage: -

Workspace rulebook (voice, greeting rules, never list)

Keep the line NEVER LIST last, then one word or phrase per line. A draft containing one can't be sent until you edit it. The AI never writes a literal price or date: it leaves [PRICE] / [DATE] for you to fill in. Only the company, first name, service, stage and recent notes are sent to the AI provider. Email addresses, phone numbers and deal values are not.

Set your password

Inbox

Alerts

Onboarding & POC Hub

Monthly revenue

Leads at stage Client not yet added as clients

Scorecard

Ads

Workspace Settings & Email Configurations

Gmail Compose

Default Outgoing Email Signature

AI Email Drafting

Email Templates Manager

Create New Email Template

Saved Active Templates

Company Name

Milestones

Sign in to workspace

Set your password

Onboarding & POC Hub

Monthly revenue

Leads at stage Client not yet added as clients

Scorecard

Ads

Workspace Settings & Email Configurations

Gmail Compose

Default Outgoing Email Signature

AI Email Drafting

Email Templates Manager

Create New Email Template

Saved Active Templates