A simple CRM for SMB sales teams: pipeline, lead records, follow-ups, and a daily board. AI drafts outreach and ranks work. It does not replace judgment.
Kanban columns from Prospect to Won/Lost.
Tags, review, visiting cards, CSV, inbound API.
3–4 day email gap in CRM; Sales Tracker for deal due dates.
Starter, Professional, and Enterprise prospect caps when published.
Yes. The CRM is a kanban pipeline with statuses from Prospect to Won/Lost, plus contact history, first-mail and follow-up jobs, tags, and plan-based prospect limits.
You can import CSV contacts. After import, follow-ups, campaign stages, and Today jobs live in KASHDI so the sheet is not the system of record.
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