From shortlist to signed, without a spreadsheet.
A pipeline built for how practices actually win work: review the ranked list, shortlist, make contact, meet, propose, win — with the follow-ups you'd otherwise forget surfaced every morning.
Eleven stages, drag and drop.
From "Not reviewed" to "Won", the board mirrors a real BD process. Move one company or fifty — bulk actions are built in.
Set a follow-up date on any company and it appears in the due strip when it's time. Nothing slips because someone was busy in January.
First drafts, done.
Generate an introductory or follow-up email from the company's actual profile — its real filings, real signals, and a suggested next step based on where it sits in your pipeline.
Costs are metered transparently per draft (about a penny) and capped by a monthly ceiling you control. You'll never get a surprise AI bill.
Plays well with others
Export any view to CSV or Excel for your CRM, mail tool or a partners' meeting handout. Your data is never held hostage.
Never prospect a client
Import your client list once and existing clients are automatically suppressed from prospecting — the awkward "we already act for them" email can't happen.
See your own patch, scored
Book a demo and we'll build your area — your local companies, scored and explained, on screen within days.