Quick four-question scorecard for inbound leads — Budget, Authority, Need, Timeline. Log multiple leads, see who to work first.
Score each dimension 0–3. Total ≥ 10 qualifies, 7–9 nurtures, below disqualifies. Auto-tags surface playbook signals.
Lightweight CRM contact book with tags, statuses, owners, sources, and notes. Search, filter, merge duplicates, CSV import/export. Team-shared.
Log emails, calls, meetings, notes, and tasks against contacts. Chronological timeline with type and owner filters. Team-shared.
Kanban sales pipeline across Prospecting → Qualified → Proposal → Negotiation → Closed. Drag to move stage, totals per column. Team-shared.
Quick four-question scorecard for inbound leads — Budget, Authority, Need, Timeline. Log multiple leads, see who to work first.
Score each dimension 0–3. Total ≥ 10 qualifies, 7–9 nurtures, below disqualifies. Auto-tags surface playbook signals.
Lightweight CRM contact book with tags, statuses, owners, sources, and notes. Search, filter, merge duplicates, CSV import/export. Team-shared.
Log emails, calls, meetings, notes, and tasks against contacts. Chronological timeline with type and owner filters. Team-shared.
Kanban sales pipeline across Prospecting → Qualified → Proposal → Negotiation → Closed. Drag to move stage, totals per column. Team-shared.