CRM for growing teams

Jouney to Success

Manage leads, invoices, expenses, and customer activity in one clean dashboard.

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CRM dashboard preview

Counters

Leads tracked
1,789
Activities logged
786
Businesses managed
247
CRM workflow preview

How it works

Centralize every touchpoint, keep reps aligned, and track revenue in one place.

  • Add your leads
    Capture contact info and status instantly.
  • Log activity
    Track calls, emails, and follow-ups with timestamps.
  • See results
    Understand pipeline health and cash flow quickly.

Feature Highlights

View pricing
Lead tracking

Track every interaction with timestamps and reps.

Invoices & income

Create invoices and stay on top of cash flow.

Expenses

Capture recurring and one-off expenses with ease.

CRM tutorial preview
Live preview

See the activity timeline and pipeline at a glance.

Stay on top of every lead

Centralize notes, outcomes, and next steps in one place.

  • Lead status pipeline
  • Rep accountability
  • Smart filters

Pricing Preview

Premium Plan

$17

Single business, core CRM tools.

Enterprise Plan

$34

Lead tracking + logs.

Momentum Plan

$150

Multi-business tracking.

Testimonials

"CRM finally keeps my invoices and leads in sync."

Customer avatar
Evan Peters
Agency Owner

"The activity log keeps my team accountable without extra tools."

Customer avatar
Carol D.
Sales Lead

"We went from scattered notes to a clean timeline in a week."

Customer avatar
Stephen R.
Operations

FAQ

Yes. Leads live under Customers with full activity history and status tracking.

Yes. Track separate businesses with shared users, reps, and reporting.

We use modern security practices and regular backups to protect your data.

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