Free to start, no credit card required · Built for firms
Prospects & clients · by stage
Harrington Family LPEngagement letter sentclient
Crestview Capital LLCProposal sent2d ago
R. AlvarezDiscovery sent5d ago
Meridian Holdings LLCQualifiedtoday
T. OkaforNurturerevisit Q1
Every stage change recorded
Crestview Capital LLC · the journey so far
✓New
✓Intro sent
✓Qualified
✓Discovery sent
✓Docs received
●Proposal sent
Next: Deal closed, then Engagement letter sent
Activity · Crestview Capital LLC
Qualified → Discovery sentMay 2
Assigned to M. ChenMay 6
Discovery sent → Docs receivedMay 12
Docs received → Proposal sentMay 19
Who moved what, and when, on every client
One list, every stage
Every prospect and client lives in one list with a stage (New, Qualified, Proposal sent, Deal closed, Engagement letter sent) so you always know who's where and what's next.
Nothing slips
Prospects who stall move to Nurture instead of fading away, and every stage change is recorded: a lead that isn't moving is parked on purpose, not forgotten.
Your team, in the loop
Invite firm members, assign leads, and see the activity trail on every client.