Start from a template tuned to your industry — real estate, insurance, coaching, agency, fitness, or general sales. Custom KPIs, custom stages, automated accountability. Sign in by email or phone. Built so team owners actually know what their team is doing.
Six starter templates, each with the right KPI names, stage names, and welcome copy for the work you actually do.
Conversations, follow-ups, sales, custom KPIs — capture what matters to your team. Affiliates can even upload DM screenshots and let AI extract the fields.
Rename every metric per board. Track conversations, demos, tasks, posts, touches — whatever your team measures. Day, week, or month view.
Invite team members, run sprints, get visibility, automate nudges. No more 'how's it going?' — just see the data.
Real estate, insurance, coaching, agency, fitness, or general sales. KPI names, stage names, and welcome copy come pre-tuned. Edit anything afterward.
Org-scoped invites. New teammates can sign up with email OR phone. 2FA available. Each member sees their own queue; owners see the rollup.
Daily bars move. Stages flow. Automations fire. Audit trail of every change. Team analytics surface who's on, who's drifting.
If you're serious about running your team like a pro, apply to join the beta. We review every application.
Join the waitlistYour inviter receives platform credit when you upgrade to a paid plan. No additional cost to you.