No columns to keep tidy, no forms, no admin screen to learn. You describe how you sell, in your own words, and the tool becomes that. Your stages, your fields, your tabs, your reports — shaped to you, not to the average of everyone else.
Sign in with your email and pick a password. Under a minute.
One board, four sentences. There is no settings page behind this — typing the sentence is the configuration.
| Account | Stage | Value | Chain |
|---|---|---|---|
| Globex | Haggling — 60% | $120,000 | Ethereum |
| Umbrella | On the table — 40% | $88,000 | Solana |
| Acme Corp | Sniffing — 10% | $50,000 | Bitcoin |
Your stage names, your threshold, your column, your chart — and none of it is a setting anyone else has to have.
Every line below is a real sentence you can type. Nothing here has a screen behind it — the sentence is the whole interaction.
“closed the call with Acme, they want 50k, proposal goes out Thursday”
Acme moves to Proposal at $50,000, today's contact is logged, and Thursday is on your calendar — from one sentence.
“Globex went quiet — their compliance team is sitting on the VASP question”
The note lands on the deal and the clock starts. You will hear about it before three weeks pass.
“we lost Initech — the incumbent acquirer dropped their rate”
Closed lost, with the reason kept. When you ask later why you lose, the answer is your own history, not a guess.
[you drop a spreadsheet you have kept for two years]
It reads the columns as they are — no template, no mapping screen — and hands the whole pipeline back built.
“Acme, Globex, Umbrella and Initech are all new leads from Money20/20”
Four accounts created at once, tagged to the event, so you can ask months later what that trip actually returned.
“rename my stages to Sniffing, On the table, Haggling, Signed”
Your board is renamed. There is no list of approved stage names — they are your words.
“I need a licence field on accounts — Curaçao, Malta, Anjouan”
The field exists from that moment, on every account, and you can filter and chart by it like anything else.
“give me a tab with everything above 50k that hasn't moved in ten days”
A new tab appears in your sidebar with exactly that, and it stays right as deals move.
“put Overview first and hide Commission for now”
The sidebar reorders. You can also just drag it — both do the same thing.
“on the pipeline table I want monthly TPV and last contact, drop sector”
Columns change on that table only. Every section keeps its own shape.
“chart my open pipeline by chain, as bars”
The chart is created and lives in your Overview. Ask for it differently tomorrow and it changes.
“what can I realistically close this quarter?”
Deal by deal, weighted by the stage probabilities you set — and what it would pay you in commission.
“prep me for the pipeline review, I present in twenty minutes”
A written run-through you can read out loud: headline number, each deal, the risk on it, the ask.
“where am I most likely to be lying to myself?”
The deals where the stage says one thing and the activity says another — no next step, no decision date, no contact in weeks.
“write the follow-up to Joana at Acme, she asked about SOC 2”
Drafted with the history already in it — what was sent, when you last spoke, what was promised.
“what do I need to close to hit 200k, and by when?”
The gap in your own numbers, and which specific deals would cover it.
“every Monday at 7am email me the pipeline report I present to the team”
It writes itself with that morning's numbers and arrives before you open the laptop. Sunday night stops being prep night.
“flag anything over 20k that goes 7 days without a touch”
Your rule, watching your pipeline. It emails you the day a deal crosses the line, not at the end of the month.
“remind me to go back to Umbrella on Friday, before their renewal window”
Set. It reaches you by email whether or not the tool is open.
“every Tuesday remind me to review anything sitting in Proposal”
A recurring reminder — it rolls itself forward every week instead of dying after the first one.
“on the 5th of each month send me a board report on what closed and what slipped”
Monthly, written fresh each time. If the 5th does not exist that month, it goes on the last day rather than skipping.
No chart builder, no axis pickers, no drag-and-drop canvas. You say what you want to see, and it lives in your Overview from then on — these four are real.
“chart my open pipeline by stage”
Where the money actually sits — not how many logos you have.
“show me what I closed each month this year”
Your own history answering "is this a good month, or does it just feel like one".
“split my open pipeline by sector”
Concentration risk in one look — one sector carrying the quarter is a warning, not a win.
“track my pipeline against target, week by week”
The dashed line is the number you set. Everything under it is the week you still have.
Change your mind tomorrow — “make that by licence instead, and only deals over 50k” — and the same chart redraws. Nothing to rebuild.
Keep feeding it — that is the company's system of record and nobody is asking you to drop it. It was bought to answer the company's questions: forecast, coverage, attribution. It was never shaped around the way you run a deal.
A CRM's fields exist so management can roll them up. Yours exist because they tell you whether this deal is real.
72% of sellers say they are overwhelmed by the number of tools they are expected to use — and those sellers are 45% less likely to hit quota. Gartner, survey of 1,026 sellers, September 2024
This is the copy you actually think in: your stages, your wording, the two fields that decide everything in your market.
Fewer than half of CRM deployments ever reach 90% end-user adoption. Reps don't stop using them out of laziness — they stop when the tool doesn't return the time it costs. CSO Insights, Sales Performance Optimization study