Built-in CRM for your funnel
Manage contacts from a single place. Every contact includes answers, scores, and a full timeline, so you can filter, segment, and follow up without a separate CRM or email platform.
Every contact, with the full story
Open any contact to see standard details like name and email, your custom properties, tags, status and a complete Timeline of everything they have done.
Timeline logs funnel starts, submissions, and payments
Every email sent, opened, and clicked, on the record
Integration syncs and unsubscribes tracked automatically
Assign each lead to a team member and leave comments the whole team can see
Your contact data stays yours
Every contact lives in a platform that is SOC 2® Type II audited and GDPR-compliant, with configurable data retention on each funnel. Customer data is handled to the standards regulated industries expect.
Turn funnel answers into contact data
Map any field a funnel collects to a contact property. When a participant submits, the values save straight onto their contact record.
Map answers, scores, outcomes, and hidden fields to properties
Save properties as text, numbers, dates, or yes/no values
Create new properties as you go, no separate setup step
CRM + email sequences, wired together
Your email sequences run on the same contact data, then branch on it. A contact's properties, tags, and segment decide which path they take and which emails they get.
Trigger email sequences from segments and properties
Update Contact action edits properties and status as a workflow runs
Every send lands back on the contact Timeline
Save any view as a self-updating segment
Build a view from any combination of filters (AND and OR available), then save it as a segment. Membership updates automatically as contacts meet or stop meeting the conditions, and a contact entering or exiting a segment can trigger an email sequence.
Submitted in funnel
Filter by which funnel a contact completed.
Tag
Filter by any tag applied to a contact.
Date added/updatd
Filter by when a contact was created or last updated.
Status
Filter by where a lead stands, such as Open, In Progress, or Completed.
Contact property
Filter on any custom property: text, number, true or false, or date.
Email engagement
Filter by opened, clicked, did not open, or did not click.
Work your whole contact list in one place
The CRM tab holds everyone who has come through your funnels. Filter it, sort it, and choose which properties show as columns.
Customize columns to show the properties that matter to you
Give every lead a status, and change it right from the list
Select contacts to tag, untag, or remove in bulk
Import an existing list from CSV, or paste up to 1,000 contacts
A few ways to put your contacts to work
Same CRM, different plays for different businesses.
Qualify and route high-ticket leads
Score inbound leads in the funnel, segment by fit, and send the best ones into a booking sequence while the rest keep getting nurtured.
Build a segmented lead database
Turn assessment and quiz answers into properties, then group contacts into dynamic segments you can email or invite to a funnel at any time.
Track product-recommendation leads
Save each shopper's preferences and recommended product as properties, then follow up based on what they were shown.
Keep your CRM clean automatically
OTP verification blocks junk at capture, and a returning lead lands on their existing contact instead of creating a duplicate.