The lead was already in the conversation
Leads, companies, a pipeline and the reports that come with it — fed by the conversations you were having anyway.
- Website chat
- Voice calls
- Gmail · Closed beta
The situation today
Your sales list lives in a spreadsheet, and the conversation that created the lead lives somewhere else entirely. Following up means remembering.
The answer
A sales board where a lead carries the conversation that made it, the files attached at each stage, and a follow-up that fires whether or not anybody remembered.
What you actually get
- A lead is created from a chat, a call or an email without retyping anything.
- A pipeline board with stages you name, and the value at each one.
- Files remember the stage they arrived in — the quotation, then the signed contract.
- Import what you already have, and undo the import if it went wrong.
The limits that actually move for this
Every limit is sold on its own. If this is the only thing you need, these are the only numbers your quote is built from — and the maximum you agree is the maximum the system enforces.
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Sales board and reports
level
Generous by default
The pipeline board, companies, deal value and the sales reports. Adding a lead by hand is on every plan.
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Leads and companies
records
Generous by default
Leads and companies held on the sales list.
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Sales boards
boards
Generous by default
Pipelines held. The default board counts.
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Automations
automations
Generous by default
Automations held, draft or live.
The sales board is a capability switch rather than an amount, and records are rows. Neither costs us money per unit, so both are easy to agree.
Questions about Sales & CRM
Is this a replacement for a full CRM?
It is the part that touches conversations: leads, companies, a pipeline and the reports. If you already run a CRM, the API and webhooks are there to feed it.
Ready to put this to work?
Start on the free tier with your own documents, or tell us what you need and we will price exactly that.