Journey to Success
Manage leads, invoices, expenses, and customer activity in one clean dashboard.
Built for Beta
Request access first, then set your password after approval.
Launch, Growth, Studio, and Momentum match real app limits.
Your business records stay exportable during beta testing.
How it works
Centralize every touchpoint, keep reps aligned, and track revenue in one place.
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Add your leadsCapture contact info and status instantly.
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Log activityTrack calls, emails, and follow-ups with timestamps.
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See resultsUnderstand pipeline health and cash flow quickly.
Feature Highlights
View pricingLead 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.
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 Plans
Launch
$19/month
Start-ups and solo owners keeping 1 Company organized.
Growth
$34/month
Follow-up, recurring expenses, and 2 Companies.
Studio
$75/month
Products, vendors, reporting, and 3 Companies.
Momentum
$150/month
Unlimited Companies with priority support.
Beta Commitments
Built for beta feedback
The CRM is being shaped around real small-business workflows before public release.
No fake automation promises
Payments and deeper automations are labeled clearly as coming soon until they are ready.
Your data stays exportable
Beta users can export their own records, and full-system backups remain private.