All features
Clients
Every lead, with their chart.
CRM
Every lead and client in one place, status, source, and their Human Design type right on the row. Leads from your sites, forms and chatbots flow in automatically.
The change in the work
Less friction before the client sees the result.
Track leads and clients with status, source and chart-aware context in one table.
The current CRM exposes lead totals, conversion, source tags and searchable client rows.
The workflow
How crm fits the work.
Capture or add a lead
A contact list without chart or acquisition context creates more preparation work.
Review source and status
The current CRM exposes lead totals, conversion, source tags and searchable client rows.
Open the client record for follow-up
Track leads and clients with status, source and chart-aware context in one table.
What this helps you accomplish
Keep the expertise yours. Reduce the busywork.
- Total leads, new leads, conversions and pipeline value up top
- Each contact arrives with their chart attached
- Statuses, sources and search built for follow-up
- Fed automatically by your sites, forms and chatbots
Existing platform review
“You can add charts to your profile and ask it about the entire chart… I love using it for both personal and professional use.”
Dagny · January 31, 2026
Read the source reviewContinue exploring