A CRM for local sales
From first knock to customer.
Your leads on a map, an agent that keeps the pipeline moving, and everything in your pocket when you're out knocking on doors.
How it works
- 1
Bring in your leads
Import a CSV, add them by hand, drop a pin on the map, or ask the agent to find businesses in a neighborhood or an area you draw.
- 2
Work the pipeline
Move each lead through the stages as you call, visit, and follow up. Sort by distance, filter to what's on the map, and keep notes as you go.
- 3
Let the agent carry the admin
Ask it to summarize where things stand, look up a business, fill in missing details, or book next week's follow-ups. It asks before it changes anything.
What's in it
Leads live on a map and in a list
Every lead is a pin, colored by where it stands. Pan, zoom, and filter the list to what's in view. Sort by distance from where you are, hover a pin to find it in the list, right-click it to call, get directions, or change status.
A pipeline with real stages
Eight statuses from “Haven't reached out” to “Customer” or “Not a fit.” Each lead carries a contact, phone, email, address, notes, and the neighborhood it sits in.
Follow-ups you won't lose
Book a call, visit, or meeting against any lead. The week agenda at the top of your list shows what's coming, and the agent can plan or move things for you.
An agent that knows your pipeline
Ask it where things stand, to look up a business, fill in a lead's details, book a follow-up, or find new businesses in a neighborhood or an area you draw. Anything that changes data asks first.
Built for the field
Install it on your phone. Bottom tabs for leads, map, and agent; one tap to call or navigate; drop a pin to add the place you're standing in front of.
One account, many businesses
Each business you sell for gets its own leads, areas, guidelines, and agent thread. Import a CSV to start and export one any time; switch businesses from the header.
Coming soon
Marketing
A second app on the same account for briefs, posting programs, and review queues. Separate data, same login.