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.
Drafting is included in your plan, and every draft is built only from facts on the company's own record. 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.