Your CRM, ready in 2 minutes
Pick your industry. A pack sets up the whole workflow — form, pipeline, automatic messages, WhatsApp templates, an AI assistant and a sales playbook. You see everything first, then click once and it is built.
In short
What it is
A one-click setup for your whole workflow, based on how businesses like yours actually work.
Who it is for
Anyone starting out who does not want to design a CRM from a blank page.
What you need
Two minutes and an idea of what you sell.
How it works
Four or five steps, start to finish.
Choose your industry
Sales, real estate, clinic, coaching, restaurant, home services, shop or support.
See the preview first
Every field, pipeline step, automatic message, WhatsApp template and playbook rule is shown to you before anything is created.
Untick what you do not want
Nothing is forced on you.
Click Create
It all appears instantly — with automations and the playbook still off until you review them.
What you get
- Eight ready-made packs — sales, real estate, clinic, coaching, restaurant, home services, shop and support.
- Everything in one go — form, pipeline, automatic messages, WhatsApp templates, an AI assistant that knows your industry, and a sales playbook.
- Preview before anything exists — see the whole thing first and untick what you do not need.
- You stay in control — automations and the playbook stay off until you review them.
- Save your own — turn a setup you like into a pack for the next branch.
Is this for you?
Worth it if…
- You are starting from scratch
- You run more than one branch or location
- You want a sensible default you can edit
Probably not if…
- You already have a workflow you are happy with — build it yourself instead
Questions
Can I change things afterwards?
Yes, everything a pack creates is yours to edit or delete.
What if none of the eight fit?
Build your own form and pipeline — the packs are a shortcut, not a requirement.
Will it start messaging customers right away?
No. Automations and the playbook arrive switched off.