Enhance your sales process, organize your leads

Focus on closing care plans with personalized outreach.

Easily define your sales process

  • Easily define your sales process

  • Create pipelines with an unlimited number of stages to match your business

  • Map out each step of your sales process and track how close you are to closing a care plan

  • See at a glance the progress of all your leads and what’s needed to close them

Add status updates to each stage

  • Keep your team updated on a leads progress through your sales funnel

  • Personalize each update for a more engaging experience

  • Sync your stages with campaigns to create extensive communication funnels

  • Easily attach updates to each stage of the pipeline

  • Try Free For 14 Days

Set it up once, use forever

  • Easily set up messaging associated with a milestone

  • Assign leads to staff members to keep them up to date with the lead’s pipeline progression

  • Link stage’s to a campaign to build advanced workflows

  • Overview all your deals from one, easy to organize view


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