Pipeline CRM by team type
Segment-specific CRM workflows for teams that want to run sales from existing data instead of starting with a migration.
CRM for agencies
Run client-account pipelines, retainers, proposals, and follow-up from the data your agency already tracks.
CRM for consultants
Track project pipeline, billable opportunities, stakeholder follow-up, and forecasts from existing consulting data.
CRM for B2B SaaS
Connect product-led, trial-to-paid, MRR, and sales pipeline data without rebuilding it inside a new CRM first.