- Small and Medium Businesses: Looking for an intuitive platform to track and nurture customer leads.
- Sales & Marketing Teams: Seeking better visibility into sales pipelines, customer stages, and performance metrics.
- Customer Success Managers: Needing an easy-to-use system to follow ups, track communication, and manage client onboarding.
- Freelancers & Consultants: Who want a lightweight CRM solution to manage contacts and appointments.
- Growing Teams: That need scalable CRM features without the complexity of enterprise software.
How to Use It?
- Create Contacts & Leads: Begin by entering customer information manually or importing from your existing lists.
- Track Sales Progress: Use pipeline boards to visualize stages from prospecting to deal closure.
- Manage Deals: Assign statuses, owners, and deadlines to monitor progress effectively.
- Customize Workflows: Tailor sales stages to match your business model—whether short sales cycles or longer consultative workflows.
- Collaborate & Report: Share deal boards with your team and measure performance with built-in analytics tools.
- Clean, Modern Interface: Designed to minimize learning curve and maximize usability.
- Workflow Customization: Quickly adapt pipelines to reflect how your team actually works.
- Lead and Deal Focused: Concentrates on core CRM functions—no unnecessary complexity.
- Lightweight & Flexible: Ideal for startups or teams that need essentials without enterprise overhead.
- Easy-to-navigate dashboard for contact and deal management.
- Customizable pipelines that match diverse business models.
- Clean UI that’s approachable for non-technical users.
- Streamlines core CRM functions, avoiding unnecessary complexity.
- Limited visibility into advanced features like automation, integrations, or mobile apps.
- Not widely reviewed—user feedback is currently limited.
- Lack of publicly shared pricing or tier differences.
- Uncertain if it supports complex workflows like recurring tasks or third-party integrations.
Custom
Custom Pricing.
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Reviews
Rating Distribution
Average score
Popular Mention
FAQs
Ideal for managing customer relationships, tracking deals, and nurturing leads in a simple and organized manner.
Yes—you can tailor stages to fit your team’s sales process and workflow.
Absolutely—it’s lightweight and user-friendly, perfect for small teams or solo professionals.
Yes—it offers basic analytics to track progress and team performance.
No—the interface is clean and intuitive, designed for fast team adoption.
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Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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