Pick up the conversation.
Keep contact details, notes, calls, and deal values on the lead. Get the context before you reach out.
Explore a leadThe CRM for people in sales
Your next deal
starts with your
next follow-up.
Your leads, conversations, and next steps in one sales CRM. Open your day knowing who to follow up with and where every deal stands.
- No credit card
- Free Starter plan
Signup requires a US or Canadian mobile number.
Sales ToolingInteractive preview · Sample data
A little focus. A lot of possibility.
Make your next move.
3Follow-ups today
8Open leads
$18,400Open pipeline
Your follow-up listClick a lead to explore
DRDana ReyesBrightline Studio · Send proposalToday
Last conversationInterested in the annual package. Asked for a proposal before Friday.
Next stepSend the proposal and confirm a time to review it.
MWMarcus WebbWebb & Sons · Check in on quoteToday
Last conversationReviewing the quote with his business partner.
Next stepAsk if they have questions about the scope.
PNPriya NatarajanHalcyon Fitness · Discovery callToday
Last conversationNew inquiry about support for a second location.
Next stepLearn about the opening date and requirements.
Open a lead. See the context. Take the next step.
From first conversation to closed deal
See where every deal stands.
Open a sample deal to see its next step. In your account, drag leads between stages as deals progress.
New 1
Priya NatarajanHalcyon Fitness$3,600View next step +
Discovery call today. Discuss the second location.
Contacted 1
Marcus WebbWebb & Sons$2,400View next step +
Check in on the quote. Answer scope questions.
Qualified 1
Dana ReyesBrightline Studio$4,200View next step +
Send the annual proposal. Schedule a review.
Brightline Studio
Dana Reyes
- Deal value
- $4,200
- Next follow-up
- Today
- Assigned to
- Alex Lee
Next step
Send the annual proposal
Include the implementation timeline and schedule a review.
Call note · Yesterday
Ready to review the options
Dana confirmed the budget. Her partner will join the next conversation.
Note · Monday
First conversation
Referred by an existing client. Looking for help with the studio’s next phase.
Your leads could be here.Start free. Make it yours.Create free account
A clearer sales day.
Unlimited leadsVisual pipelineNotes & call historyCSV import & exportBuilt around your next action
Less remembering.
More following through.
When your leads live across spreadsheets, inboxes, and sticky notes, the next step gets harder to see. Put the sales work in one place.
Start the day with a plan.
See overdue, today’s, and upcoming follow-ups. Spot leads with no next step and decide what to do next.
Explore your dayKeep an eye on every deal.
See your pipeline by stage. Move a lead as the conversation progresses and keep the next follow-up attached.
Explore the pipelineA practical use for AI
Less copying.
More connecting.
Paste the text you have into Fill with AI. Sales Tooling turns it into lead or contact details you can review before saving.
AI fills are included on every plan, with plan-specific limits. AI helps with data entry; it doesn’t supply a list of leads.
See what’s includedILLUSTRATIVE EXAMPLE
“Dana Reyes from Brightline Studio is interested in an annual package. Follow up about the proposal.”
- Name
- Dana Reyes
- Company
- Brightline Studio
- Notes
- Interested in an annual package. Follow up about the proposal.
Review the details. Then save your lead.
From your list to your next step
Bring the leads.
Build your momentum.
Start with the opportunities you already have. You can add a lead yourself or import your existing list from a CSV file.
Create free account- 1
Create your free account
Use Google or email, then verify your US or Canadian mobile number. No credit card required.
- 2
Add or import your leads
Bring in your CSV, add a lead manually, or use AI to fill in details from text.
- 3
Set the next follow-up
Add a note and a next step. Your follow-up queue gives you a place to start tomorrow.
Room to start. Room to grow.
Your sales workflow.
A free place to start.
Starter includes unlimited leads, your pipeline, follow-ups, notes, and calls for one person. Paid plans add teammates, more company workspaces, and more AI fills.
Compare all plansIs this a CRM or a source of new leads?
Sales Tooling is a sales CRM for managing your leads and follow-ups. Add leads manually, import a CSV, or collect inquiries with a lead-capture form. It does not provide a prospect database or generate leads for you.
What does “start free” mean?
You create an account without a credit card and get a free trial of Business + AI. After the trial, your account continues on the free Starter plan unless you choose a paid subscription. See pricing for trial details and plan limits.
Can I use it on my own or with a team?
Both. Starter is for one person. Business and Business + AI let you invite teammates, with paid subscriptions billed per user. You can try team features during the free trial, within its setup limits.
Can I bring my existing leads?
Yes. Import leads from a CSV file and export them when you need to. If you’re moving from another CRM, export your leads there first. Ask us about importing your list.
What do I need to sign up?
An email address and a US or Canadian mobile number for verification. You can start with Google or email. No credit card is needed. Outside the US or Canada? Contact us about availability.
Give your next deal a next step
Open your CRM.
Know your next move.
Create free account Free Starter plan. No credit card required.