Lead management CRM for capturing and following up on Facebook, Instagram and WhatsApp leads
PSA software for small MSPs with ticketing, agreement billing, Microsoft 365 license reconciliation, and invoicing in one place
Stage
Not given
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Founded
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Based in
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US
Pricing model
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Paid
Pricing
Three plans with per-user pricing, billed monthly or yearly. Starter: $10/user/month ($8/month with yearly billing). Growth: $18/user/month ($14.40/month with yearly billing). Professional: $25/user/month ($20/month with yearly billing). All plans include the same features with different limits on l
$49 per technician per month (month to month) or $39 per technician per month (billed annually). No minimum seats, no setup fee. Client portal users, read-only staff and accounting users are free.
Key features
Capture and prioritize leads from Facebook, Instagram, WhatsApp and website forms
Auto-assign leads to sales reps based on custom rules
Two-way WhatsApp integration with full conversation history
Task management with reminders and completion tracking
Sales pipeline visualization and deal tracking
Real-time reports on lead sources, conversions and team performance
Mobile app for iOS and Android with push notifications
Custom fields and lead segmentation
Facebook Ads integration and Conversions API
Ticketing with SLAs and client context
Agreement billing that applies during work, not at month end
Revenue check comparing licenses and devices to what is billed
AI ticket summaries and reply drafts
Integration with QuickBooks Online and Xero
Free migration from ConnectWise, Autotask and HaloPSA
What makes it different
Built specifically for small business sales teams, not enterprise features
All features included in every plan with no paywall
Free Facebook and WhatsApp lead capture with no manual data entry
First to respond advantage with real-time lead notifications
Built by founders who ran a lead generation agency for 9+ years
Automated revenue checks that catch billing gaps before invoices
Free migration from existing PSA systems with dry run review
Tenant-scoped data security with row-level access controls
Salesgem
Opcrunch