Pipeline and CRM
Every prospect in one pipeline you own
Replies, comments, inbound messages and booked calls all land in one place, in clear stages. You always know who is where and what happens next.
What's included
A simple pipeline that matches how LinkedIn conversations actually move.
Pipeline stages
Clear stages from first touch to booked call, agreed with you in the setup sprint.
Your tool or ours
A simple tracker you own, or set up inside the CRM you already use.
Source tracking
Each prospect is tagged by where they came from: outreach, a post, or inbound.
Conversation notes
Key points from every conversation, so you walk into calls prepared.
Follow-up reminders
“Not now” prospects get a date and a reason, so nobody is forgotten.
Pipeline numbers
Replies, qualified conversations and booked calls feed straight into your reports.
You stay in control
Your pipeline, your data
The pipeline is set up in an account you own. If you stop working with us, it stays with you, complete.
- Set up in your own account.
- Every conversation logged, from both engines.
- Stages you can read at a glance.
- A short walkthrough so you and your team can use it.
Which plans include it
Starter
A pipeline tracker for your one engine.
Pro
A CRM pipeline from first reply to booked call, for both engines.
Enterprise
CRM pipeline for founder and team profiles, with Report Agent summaries.
Keep exploring
Related services
The parts of the system this service works with.
Reply handling and booking
How prospects move through it.
Includes Reply playbook · Same-day replies · Reply Agent
Reporting and weekly testing
What the numbers are used for.
Includes One-variable tests · Spine updates · Pipeline report
ICP and positioning
The other half of the Spine.
Includes Ideal client profile · Exclusions · Positioning statement
Pipeline and CRM FAQ
Which CRM do you use?
We set up a simple pipeline you own. If you already use a CRM, we work in yours.
Does the CRM cost extra?
Our setup is included in your plan. If you choose a paid CRM, its own subscription is paid by you, directly to the provider.
Can my sales team use it?
Yes. The pipeline is built so whoever takes the calls can see each prospect's history and next step.
