Track every Shopify store client from first contact to long-term retainer. Visual pipeline, contact management, and revenue forecasting — designed for agency workflows.
Define your own sales stages — from Lead to Discovery to Proposal to Won. Drag deals between stages effortlessly.
Store client details, communication history, and notes. Never lose track of a conversation again.
See expected revenue by pipeline stage. Weighted forecasting helps you plan months ahead.
Filter your pipeline by stage, value, recency, or custom tags. Find any deal in seconds.
Categorize clients by industry, Shopify plan, or project type. Custom labels keep everything organized.
Add new contacts and deals in seconds. Import from CSV or create manually with auto-fill suggestions.
Get a CRM built specifically for Shopify agencies. Free during beta.
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