Every lead, moved forward.
A CRM built with AI from the ground up — it researches your prospects, drafts your proposals, answers your website and knows your pipeline cold. You stay in charge: everything AI produces, a person approves.
One plan · £10 per user / month · every feature included
Not a chatbot bolted on. A CRM that works alongside you.
AI runs through every part of leadily — research, writing, answering, enriching — and every part follows the same rule: grounded in your data, sourced where it can be, and approved by a person before it counts.
An assistant that knows your CRM
Ask questions of your own contacts, deals, quotes and email in plain English. It can act, too — but every write is proposed first and runs only when you approve it.
AI prospect research
One click researches a contact and their company on the public web — and verified UK Companies House records — into a sourced report you review, refine and approve before anything relies on it.
Proposals drafted, not invented
AI writes the narrative around your quote — grounded in your catalogue, your brand guidelines and your approved research. Your templates render the numbers; you approve before it ships.
A first responder on your website
Live chat answered instantly by AI grounded only in knowledge you wrote — with a budget you set, human handover built in, and every conversation captured as an enquiry.
Marketing in your voice
Campaign content, sequences and rewrites generated against your own brand voice, key phrases and banned words — so it sounds like you on a good day, not a robot.
Honest by design
No silent AI. Everything it produces is labelled, sourced where it can be, and approved by a person before it counts. Usage is metered transparently — you can even bring your own API key.
Everything a small business needs. Nothing else.
Contacts & companies
One clean record for every person and business — activity timeline, custom fields, tags, saved views, CSV import/export and one-click AI field enrichment from the registry and the web.
Deals & pipelines
Track every deal through stages you define, in any currency with honest exchange-rate snapshots. Value, owner and next step at a glance — nothing slips.
Quotes & AI proposals
Price quotes from your own catalogue, then turn one into a persuasive proposal — AI-drafted on your branded templates, approved by you, with a share link that tells you when the buyer read it.
Lead scoring
Rules you write — source, title, engagement — score every contact cold, warm or hot. Bands drive routing, views and automations, and every score explains itself.
AI assistant & researcher
Ask your CRM anything, and run AI due diligence on any prospect — sourced, reviewed and approved by you before it grounds a proposal or a conversation.
Automations with real logic
Triggers, conditions, if/else branches, waits and delays. Move deals, assign owners, send email, post to Slack or Teams — rules that do the busywork while you do the work.
Every record answers one question
What happens next, and when. Amber means a follow-up is due, cobalt is the action to take, green is won. Colour carries the meaning, so nothing competes with the information.
- 3 follow-ups due today. Start with Milton Fabrication.
- Harewood Interiors needs an owner.
- Fernside Logistics moved to Won.
Built for businesses that make and do
Joiners, fabricators, agencies, showrooms, wholesalers — teams of one to fifty who win work by being good at it, not by running a sales department. If your enquiries currently live in a spreadsheet, an inbox and somebody's head, this is for you.
- Joinery & fit-out
- Fabrication
- Design agencies
- Showrooms & retail
- Wholesale
- Trades & installers
Up and running in minutes
Start your workspace
One plan at £10 per user per month. Claim your workspace address and you are in.
Bring everything over
Invite your team, then import from HubSpot, Pipedrive, Zoho or CSV — re-runnable and dedupe-safe.
Close the work
Track deals, automate follow-ups and let the AI draft, research and answer — always with you signing off.
