CRM
A CRM your reps will actually use
Every lead, note, call and follow-up in one place, with a daily queue that tells each rep who to contact next.
What it does
Leads come in by themselves.
A public form drops new leads straight into a pipeline. For a list you already have, upload the CSV: it maps your columns, shows a preview, and creates nothing until you confirm.
Your fields, your stages.
Each pipeline has its own fields (22 types) and its own stages. View the same leads as a list, a board, a sheet, or by team member.
A queue for each rep.
A rep opens the day to the leads that need them now, in order: replies waiting, overdue follow-ups, then new leads nobody has touched.
One history per lead.
Notes, emails, texts and calls sit in one timeline on the lead, with a follow-up date in the header. Nobody asks who spoke to them last.
Automations in plain words.
When something happens, if these conditions hold, then do this. Thirteen actions: create a task, send an email or a text, notify someone, assign, move the stage, start a sequence, call a webhook. Test a rule on one lead before you switch it on.
Sequences that stop on a reply.
Set a drip once: email now, wait two days, follow up. When the lead answers, the sequence stops by itself.
Reaching the lead
Email goes out through your own sending key, set per project, so it comes from your domain and your reputation stays yours. Every marketing email carries an unsubscribe link, and anyone who unsubscribes or bounces is not emailed again.
There is a built-in browser dialer for teams that do not already have one: add your own phone number, click to call from the lead, and the call is logged on that lead. Teams on CallTools or ReadyMode keep their dialer and connect it for live agent status instead.
Who it is for
Teams where several people work the same list: agencies, outbound floors, appointment setters, small sales teams. If your client already runs a strong CRM, keep it. This one earns its place when leads live in spreadsheets, or in five tools that do not talk to each other.
Works with the rest of MyVA
Questions
Can I import my existing leads?
Can each pipeline have its own fields and stages?
Can I call from the lead?
Whose email account sends the emails?
Can I try a rule before it runs on real leads?
See it on your own team
Free tier, no card. Set up in a few minutes.