Deals on a board you drag. People and companies that link themselves by email domain. Tasks with a due date, notes and a timeline. And the proposal you sent reports its reading straight onto the deal.
Type a name and a company. If the company is new it is created on the spot. Or bring your spreadsheet in as CSV: companies, people and deals, with a column-matching step.
Upload the PDF to the deal or link one you already sent. Every opening and reading session lands on the deal timeline, with the company network it was opened from.
A task with a due date, a note after the call, a drag to the next stage. Tasks show as Overdue, Today and Upcoming for you or for everyone. Mark the deal won and the proposal slot is free again.
Call Anna about page 3 pricing · todayDoneNo custom objects, no permission matrix, no consultant. The fields are the ones a small company uses every week, and the records link themselves where they can.
Proposal sent · 9 200 € · owner Sam · expected close 24 Oct
Today 09:14 Anna opened the proposal from Harbor Design Co's network · reading now
Yesterday Task done: send revised page 3
Mon Note: budget confirmed for Q4, decision by the 24th
Mon Deal moved to Proposal sent
Agencies, consultancies, studios and B2B services. If your pipeline today is a spreadsheet, a mail folder and a good memory, this is the step up that does not come with a project plan.
10 open deals, 50 people, 50 companies, a pipeline of up to 5 stages. Everything else is the same: board, timeline, tasks, notes, CSV import. Won and lost deals do not count.
No CRM caps. 30 active proposals and 3 seats. Visitors on your website, webhooks, the API and the MCP server.
10 seats, 150 active proposals, shared deals, contacts and tasks, admin and member roles.
A real one, sized for a small company: a deals board with stages you name yourself, people and companies, tasks, notes, a timeline on every record, CSV import and an activity log. What it is not: marketing automation, email sequences or a reporting suite.
Yes. Companies, people and deals come in from CSV with a column-matching step, up to 500 rows per file. Existing records are updated, not duplicated, when the email or domain matches.
Link a proposal to a deal from either side. From then on every opening and every reading session shows up on the deal timeline, with the network it was opened from, so the person working the deal sees it without switching tools.
Nothing is deleted and nothing stops working. You can read and edit everything; adding an eleventh open deal, a fifty-first person or a sixth stage asks you to upgrade. Mark a deal won or lost and the open slot is free again.
On Pro and Team, yes: webhooks for deal events, a REST API and an MCP server, so Claude, Cursor, Make or your own code can list deals, add notes and create tasks.
Free plan with 10 open deals. Import your CSV and see whether it sticks.