Sales
Every inquiry, captured. Every lead, routed.
Embed a form on your site. Forward emails from your inbox. Every inquiry lands in one pipeline with UTM attribution, duplicate detection, and automatic follow-up.
What it does
Pipeline that reflects how you actually sell
Configurable stages (new → qualified → proposal → contract → booked). Kanban + list views. Bulk reassign. Activity timeline per contact.
Lead capture anywhere
Embeddable web form, webhook endpoint for Instagram/Meta Lead Ads, inbound email parsing, UTM attribution to revenue.
Auto-responder that doesn’t feel auto
First message fires within 60 seconds, signed in the coordinator’s voice, merging in the inquiry’s specifics.
Duplicate detection built in
Match by email or phone, not by exact string. Merge confidently.
Smart routing (Premium AI)
AI ranks inbound leads and assigns them to the best-fit salesperson based on load + past close rate.
Take a closer look
How it beats the alternative
Caterforia vs Spreadsheets
| Capability | Caterforia | Spreadsheets |
|---|---|---|
| Pipeline status auto-updates | auto | manual |
| Duplicate detection | built in | human-eyeball |
| Attribution to revenue | every lead | none |
| Activity timeline | auto | paste into a column |
“We stopped losing leads in the inbox. First-response time went from 4 hours to 90 seconds.”
Ship crm + lead management this week.
$1 a month to start. Add AI when you're ready. Full export any time.