The product
Every module shares the same data, the same permissions, and the same cascade — so the work you do in one place stays in sync everywhere else. Here is the full tour, in order.
Modules 01–05
Your whole business at a glance.
A live command centre — pipeline value, today’s tasks, recent activity, and revenue trends in one view. Built to answer “what needs me right now?” the moment you sign in.
Learn more about Dashboard →Move every deal forward.
A drag-free, stage-based pipeline with colour-coded stages and a deal cascade that updates contacts, tasks, and outreach as a deal advances. Nothing falls through the cracks.
Learn more about Pipeline →Every relationship, in context.
Rich contact profiles with lead scores, service history, vehicles, tags, and a full activity timeline. Per-contact dial, SMS, WhatsApp, and email are one click away.
Learn more about Contacts →Close with clarity.
Track value, stage, and owner across every opportunity. Stage changes ripple through the cascade so the rest of the CRM stays in sync automatically.
Learn more about Deals →Get the right things done.
A focused task list with priorities, due dates, overdue surfacing, and a bookings calendar view. Complete a task and the timeline updates instantly — no busywork.
Learn more about Tasks →Modules 06–10
Capture and qualify, fast.
An inbound lead inbox with sources, prospecting, referrals, and paid-acquisition views. Capture a lead and a scoring cascade kicks off the moment it lands.
Learn more about Leads →A real inbox, inside your CRM.
Send from your own verified domain or the platform sender, with a Gmail-style Inbox/Sent split, threaded conversations, templates, and reply routing that lands replies right back in the CRM.
Learn more about Mail →Call, text, and chat in one place.
A unified comms panel for per-contact calls, SMS, and WhatsApp — launched straight from a contact or deal so a conversation never means switching tools.
Learn more about Comms →Sequence your follow-ups.
Build multi-step outreach that advances as contacts respond, wired into the deal-stage cascade so the next step fires at the right moment.
Learn more about Outreach →Know your market.
A market-intelligence surface for tracking signals around your contacts and deals — context that helps you reach out at the right time with the right message.
Learn more about Intel →Modules 11–15
Publish pages that convert.
Build and publish lightweight landing and booking pages tied to your CRM, so a visitor becomes a tracked lead the instant they fill in a form.
Learn more about Sites →Your brand, applied everywhere.
Set your brand once — logo, colours, email signature — and Studio applies it across branded emails, pages, and customer-facing surfaces.
Learn more about Studio →AI that knows your pipeline.
An Anthropic-powered assistant for deal coaching, briefings, and suggested replies — grounded in your actual CRM data, not generic advice.
Learn more about Coach →Measure what matters.
Revenue, conversion, and activity analytics across the whole platform, so you can see what’s working and double down on it.
Learn more about Analytics →Run it your way.
Team and permissions with role-based access, department routing, email-domain authentication, and billing — fine-grained control with sensible defaults.
Learn more about Settings →Start free in minutes, or talk to us about embedding McNif into the product you already run.