Client management automation
Requests come from everywhere.
Your follow-up stays in one place.
Requests come in, get saved and qualified, and the next actions schedule themselves. Click a source to try it yourself. You keep your tools; we simplify how they work together.
1Requests come in
2Client pipeline in the CRM (HubSpot or other)
New 0
Qualified 0
Quote sent 0
Won 0
Click a card to move it forward.
3Next actions are organised
- No actions yet.
- Requests
- 0
- Automatic actions
- 0
- Forgotten
- 0
Smart form
The right questions for each request.
The form adapts to the request type and assigns a priority. The record lands complete in your CRM.