CRM
A CRM your reps will actually use
Keep every lead, call, and note in one place. Your team works the same records, and call outcomes save back to the lead automatically.
What it does
Bring leads in.
Public intake forms and CSV import drop leads into a pipeline. 18 field types, no setup project.
Work the pipeline.
Kanban or timeline view. Each campaign sets its own stages and statuses.
Automate the busywork.
A stage change can fire a task, an email, or a reminder. Set a drip up once and leave it.
Call from the record.
Click to call through CallTools or ReadyMode. The result saves back to the lead.
Works with the rest of MyVA
Questions
Can I import my existing leads?
Yes. CSV import maps your columns and shows a preview before anything is created.
Does it work with my dialer?
It connects to CallTools and ReadyMode, and call results sync to the lead.
Can each campaign have its own fields and stages?
Yes. Every campaign defines its own.
Is there a free tier?
Yes. The Free plan covers one project so you can try it first.
See it on your own team
Free tier, no card. Set up in a few minutes.