Your customers and sales pipeline (CRM)
Leads from your site, the pipeline, projects, follow-ups and form submissions.
Included on Growth and Enterprise. Compare plans
See it work
How it works
- Customers is the pipeline: every customer is a card in a stage — New, Contacted, Qualified, Won or Lost. Drag a card between columns to move it, or use the dropdown.
- Leads from the website land there automatically. The menu calls them Clients for an appointments business and Guests for a restaurant, café or gym.
- The tiles at the top show Customers, Open (new, contacted or qualified), Open value and Won value.
- Values marked ✦ ~ are AI guesses from the lead's message; open the customer to see why, and edit the value to replace it with your own number.
- Segments: tag customers, then filter the board by a tag.
- A contractor's Customers page is a list instead (each customer with a customer number and their projects); the pipeline lives in Projects. An online store's customers are its shop buyers, so Customers opens the shop's customer list.
More on customers & leads
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