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Lead management without a second CRM

A clear pipeline, tasks, and conversion tracking — in the same workspace as time tracking and projects.

Business
Pipeline Recurring €2,480/mo
ContractRenewsCost
Neubau GmbH
Bauer & Partner
Techstart AG

Pipeline and lead details

Move leads through a simple pipeline — from first contact to a signed deal. Every lead has a detail page with notes, contacts, and a history.

Search projects…
Neubau GmbH
Qualified
Bauer & Partner
Proposal
Techstart AG
Won
Task
First call scheduled Proposal sent Contract signed

Tasks attached to the lead

Create tasks, set due dates, and assign owners directly on the lead — no tool switching. Open tasks appear in each person's personal task board.

Tasks
2 pending · 1 approved
AK
Anna K.
Proposal Neubau GmbH
due 5 Jul Pending
TS
Tim S.
Follow-up Bauer
due 8 Jul Pending
MR
Mia R.
Contract Techstart
completed ✓ Approved

Conversion tracking

How many leads were won, lost, or still open? An overview of conversion rates and deal volumes helps steer the sales effort.

Recurring / month
€2,480
+3% vs last yr
Premises €1,850
Hosting €420
Insurance €145
Software €65

Assign an owner

Every lead is owned by one person — clear who takes the next step. A view by owner shows all leads at once so nothing falls through the cracks.

Liability policy
Allianz · €145/mo · renews Mar 31
Covers
Workshop GmbH Company van JM Jordan M. SP Sam P.
policy-2026.pdf
Stored · audit-safe
Active

How it works

  1. Create a lead

    Enter the name, contact, and deal size, then place it in the pipeline — done in a minute.

  2. Set tasks and due dates

    Add the next step as a task and assign it to a team member so no follow-up is forgotten.

  3. Convert to a project

    Turn a won lead directly into a project — time tracking and billing start immediately.

Built for every role

Admin

Full control over billing, organization settings, and user management.

  • Organization-wide settings and billing
  • User provisioning and role assignment
  • Custom fields and workflow configuration
  • Audit logs and governance exports
  • API access and integrations

Manager

Oversee projects, approve timesheets and leave, and monitor team performance.

  • Project dashboards with budget tracking
  • Timesheet approval workflows
  • Leave request management
  • Team utilization and capacity reports
  • Client-facing project summaries

Team Member

Log time, submit expenses, manage tasks, and request time off — fast.

  • One-click time tracking with project picker
  • Expense submission with receipt upload
  • Personal task board and deadlines
  • Leave balance and request history
  • Weekly timesheet overview

Ready? Start free today.

This is what it actually looks like

Leads pipeline with stages, owners, and next steps.
A real screenshot from the app. The data is demo data, the product is real.

Join the open beta—free while we learn with you