Pipeline
A board for the conversations that become your next engagements: company, contact, stage, rough close date, possible monthly revenue. Totals at the top answer the only forecasting question that matters, and a won deal becomes a real client in one click.
Use cases
Engagements end; that's the business model. A visible bench total tells you which week to send two emails, instead of which quarter to panic.
Close a deal and one click creates the client with the estimated retainer carried over, ready for the SOW, the calendar keywords, and the first invoice.
No lead scoring, no forty fields, no automations to configure. Just the conversations you can't afford to forget and what they're worth.
One platform
Every feature reads and writes the same client records, so nothing gets entered twice.
Free during the private beta. If you can't say what your bench is worth in thirty seconds, start here.
Request a beta invite