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leads · pipeline

From prospect to won, in one pipeline.

A pipeline built for this work: track companies through your stages with contacts, tasks and notes — and import scored prospects, with their contacts, straight from Prospecting v2.

Find out where you stand →
pipeline · 24 leads
// your pipeline3 won this month
New8
Contacted6
Pitched5
Negotiating2
Won3
imported from Prospecting v2contactstasks
what it is

A CRM that already knows the prospect.

Most CRMs start empty. Leads starts with the work you’ve already done.

Track every company through your stages, keep contacts, tasks and notes on each, and import prospects straight from Prospecting v2 — so the gaps you found become your pitch angle without re-keying a thing. It’s the bridge between finding who to pitch and actually closing them.

how it works

Import, track, convert.

STEP 01

Open the Leads tab

See your pipeline across its stages.

STEP 02

Add or import leads

Create a lead, or import best-fit companies from Prospecting v2 with contacts.

STEP 03

Move through stages

Advance each company from new to won as it progresses.

STEP 04

Log the detail

Contacts, tasks and notes so nothing slips through.

what you get

Everything on one card.

stages

Your pipeline

Track companies through every stage to won.

contacts

Who to reach

People imported or added, attached to each company.

tasks

Follow-ups

To-dos so the next step never gets forgotten.

notes

Context

History and your pitch angle in one place.

import

From Prospecting

Pull scored prospects and contacts across in one step.

at a glance

Pipeline health

See what’s moving and what’s stuck.

who it's for

When you'd reach for it.

agencies

New business

Run outreach off a list that’s already qualified and diagnosed.

consultants

Stay on top

Keep every conversation and follow-up in one place.

sales & bd

Convert faster

Lead with the specific gap you found, not a cold pitch.

explore the engine

The other instruments

get in touch

Turn prospects into clients.

Import your scored prospects and run them through a pipeline built for the job.

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