Kanban pipelines with stages you define, cards that carry the contact and the meeting history, and activity that updates the record without anyone remembering to.
Define the pipeline your team actually sells through, then drag deals across it.
Each deal shows its contact, and opening it shows every recorded meeting with that contact plus the AI rollup across them.
Bookings, notes, emails, and forms all write into the same activity stream the deal reads from.
Name the stages and the order they run in.
Created from a booking, a form, a saved lead, or by hand — always tied to the person.
Drag between stages; the activity trail and meeting rollup follow the deal.
Everything deal pipeline includes today.
These share the same contact record, so nothing has to be wired together.
Everything above runs in one product, on one plan, from one dashboard.
7-day Pro trial, no card required. Set up in under three minutes.