How it works
Up and running in an afternoon
No endless migrations or consultants: create your workspace, set up your team, connect your sources and start measuring.
- 01
Create your workspace
Your CRM, in your time zone and currency. Load sample data to see it full from minute one.
- 02
Set up your team
Add setters, triagers and closers, define revenue brackets and who gets what.
- 03
Connect your sources
Forms, ads or your website send leads through the API; calendars are booked from their public pages.
- 04
Measure and improve
Every day you see leads, calls, bookings and sales, and how much each person and source contributes.