Every Lead.
Every Detail.
One Record.

A complete customer record that tracks every lead source, conversation, appointment, and dollar — so you always know who your best clients are and where they came from.

360°
Client view
1
Source of truth
100%
History tracked
HubSpotSalesforcePipedriveSpreadsheetsSticky NotesDisconnected AppsOne PlatformOne LoginOne InvoiceHubSpotSalesforcePipedriveSpreadsheetsSticky NotesDisconnected AppsOne PlatformOne LoginOne Invoice
0°
View of every client and interaction
0%
Average lead-to-customer conversion tracked
0
Source of truth for your whole team
0%
Of revenue tied back to its true source
What's Included

One Record
For Every Client

Stop guessing where revenue comes from. See every client, every source, and every dollar in one connected system.

Unified Contact Records
🗂

Unified Contact Records

Every call, text, appointment, payment, and note on one timeline per client.

Lead-Source Tracking
🎯

Lead-Source Tracking

Know exactly which channels drive booked revenue — not just clicks.

Visual Pipeline
📊

Visual Pipeline

Drag-and-drop deal stages from new lead to closed and repeat.

Smart Segments
🧩

Smart Segments

Group clients by value, source, service, or behavior for targeted outreach.

Revenue Attribution
💰

Revenue Attribution

Tie every dollar to the campaign, referrer, or rep that earned it.

Team Visibility
👥

Team Visibility

Everyone sees the same record — no more 'who talked to this client?'

How It Works

Up and Running Fast

01

Centralize Your Contacts

Every lead and client imported into one connected record.

02

Track Every Source

Tag where leads come from so revenue ties back to its origin.

03

Work the Pipeline

Move deals through clear stages with automated next steps.

04

See What Drives Revenue

Double down on the sources and segments that actually pay.

Replaces the tools you're already paying for

HubSpotSalesforcePipedriveSpreadsheetsSticky NotesDisconnected Apps
1 month free · Austin · Dallas · Houston

One Record
For Every Client

Finally see your whole business in one place. Book a walkthrough and start your free month.