Delegate the follow-ups.
Keep the control.
You set the strategy, your assistant runs the pipeline. Shared and private pipelines help you control which work is visible to the team.
Built for the
founder–assistant workflow.
Your VA works the follow-up list. You watch the board and jump in on deals that matter. Nobody forwards email chains anymore.
- Assign follow-up tasks with due dates
- Share only the pipelines your VA needs
- Handovers live in deal comments
- Weekly numbers in reporting (Growth and Pro)
Delegate without
losing visibility.
The activity feed shows every change your VA makes. Comments capture the why. You stay out of the weeds without losing the plot.
- Every change logged in the feed
- Comments give context to changes
- Private pipelines for sensitive deals
- Reassign deals in one click
"Easy to use, great Gmail CRM. Clear attention to what is important by the team."
The split that works
Delegate preparation and follow-up without delegating every decision.
The founder keeps ownership of commercial judgment. An assistant or operations teammate keeps records, tasks, and routine follow-up organized.
| Work | Founder | Assistant or operations partner |
|---|---|---|
| Qualification | Decides which opportunities deserve attention. | Collects missing details and keeps the record complete. |
| Meeting preparation | Reviews the relationship and commercial objective. | Confirms contact, deal, notes, and outstanding tasks are current. |
| Follow-up | Handles high-context or sensitive messages. | Schedules routine reminders, drafts standard follow-ups, and tracks deadlines. |
| Pipeline review | Makes priority and forecast decisions. | Prepares the filtered view and flags records with missing next steps. |
| Data quality | Defines what information matters. | Maintains the agreed fields, tags, owners, and stages. |
Review the system, not the assistant’s inbox.
Use the pipeline, task list, notes, and activity history as the shared source of truth for what has happened and what needs a decision.
Clear ownership
Assign records and tasks so responsibility is visible without another status message.
Decision notes
Keep the reasoning behind a next step on the deal instead of in a private chat.
Activity history
See important record changes and stage movement before the weekly review.
Focused views
Review overdue tasks, high-value deals, or opportunities waiting on the founder.
Reusable templates
Give routine outreach a consistent starting point while preserving human review.
Exportable records
Keep a CSV copy whenever the business needs a backup or external analysis.
Growth includes campaigns and sequences, reporting, 10 automations and 10,000 active deals per workspace. Starter ($19) covers the basics; Pro adds unlimited deals and 25 automations.
Common questions
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