Built for financial professionals — and designed with your industry in mind. Insurance, Real Estate, Recruiting, Photography, Videography, DJs, Consultants, and Freelancers. Automate your business. Maintain your lifelong relationships.
Free plan includes 500 contacts. No credit card required.
Whether you close deals, book gigs, or place candidates — your network is your business. We help you nurture every relationship.
Built by someone who spent 10+ years in the industry and got tired of losing contacts every time a CRM changed.
Three core tables: contacts, team, products. That's it. No hundreds of confusing modules — just what you actually need.
Start free. Upgrade to Pro for $49/mo or Business for $149/mo. Compare that to Salesforce at $300+/user/month.
Your data stays where you put it. No surprise redesigns, no forced migrations, no losing contacts when your "free trial" ends.
Store all your prospects, clients, and team members
Life insurance, annuities, fund accounts, and more
Visualize your downline and track production
Never miss a follow-up or deadline
Connect Google Calendar and Zoom (Pro+)
Automated birthday and check-in emails (Business)
Send texts directly from contact pages (Business)
Your logo, your colors, your domain (Business)
Built by an insurance professional who got tired of losing contacts. Simple, affordable, and stable.