Platform / Working with people

One contact record every module writes to

Your store, site forms and inbox all write to the same contact. Pipelines for deals, tickets for support, campaigns for the people who said yes and booking pages for the ones who want a slot.

CRM · Pipeline · Agency work
Qualified · 3
Lumen Studios — Launch film$12,000 · from site form
Vela Records — EP campaign$6,500
Proposal · 2
Halcyon — Rebrand$18,000 · proposal sent
Won · 4
Night Drive — Album→ Project created
Studio retainer — Q4→ Contract · Payments

What you get

  • Deals and pipelines with stage automations
  • Tickets with SLAs and automations
  • Segments, newsletters and campaigns
  • Booking pages that take deposits through Commerce
  • CSV import and relationship mapping

How it connects

  1. FormsA submission creates a contact and a deal
  2. CommerceBuyers are tagged on their contact
  3. MessagesEvery conversation is filed on the contact
  4. ProjectsA won deal creates a project
  5. FlowsStage changes run automations

Replaces HubSpot, Pipedrive, Mailchimp and Calendly. See how switching works

CRM is included in every seat, with the other thirteen modules

$20 per seat per month with every module included, and your data exports whenever you want.