CRM
The CRM is included, not upsold.
Every buyer with a weekly standing order gets a seat at no charge. Leads land in it automatically the moment they are generated, and the same dashboard holds your calls, your balance and your replacement flags.
What is in it
Enough CRM to actually work leads.
It is not a demo tier meant to push you onto a paid plan. It is the tool our own operators use, with your tenant scoped to you.
Pipeline
Stages you can rename, drag between, and filter by vertical, state and order. Not a spreadsheet with a background color.
Dialer integration
Click to dial from the record, with the call logged against the lead automatically.
Speed-to-lead text
An automated text fires the moment a real-time record is delivered, before you have picked up the phone.
Call and SMS history
Every call and message against a prospect on one timeline, including recordings from live inbound calls.
Automatic delivery
Leads land in it as they are generated. No CSV imports, no Zapier, no integration to maintain.
Your balance and orders
Prepaid balance, order status, delivery counts and replacement flags in the same place you work leads.
Or don't use it
You are not locked into our CRM.
If you already run GoHighLevel, Ringy or HubSpot, we deliver there and the seat sits unused at no cost to you.
We push to any endpoint that accepts a webhook or an inbound POST, with email and SMS delivery running as fallback so a broken integration never costs you a lead. Plenty of buyers take delivery into their own stack and only open our dashboard to flag a replacement or check a balance. That is a completely normal way to use the account.
Delivery targets
Provisioning
Seats
If you stop ordering
Standing order, free seat.
Set a weekly volume, get the best per-lead rate we offer, and the CRM comes with it. Cancel or pause the standing order any time — there is no contract.