Customer & Lead
Module · 1 of 12

CRM

Leads, deals, and follow-ups — never drop a thread.

A real CRM built for agencies and consultants. Manage leads end-to-end with deal pipelines, follow-ups, and AI-drafted outreach.

All modules
Highlighted capability
Lead conversion engine
Convert inbound leads into deals with custom pipelines, stages, and won/lost reasons.
Features
6
AI-powered
Yes
What's inside

Every detail, designed.

6 capabilities working together, with AI surfacing the right action at the right moment.

Lead conversion engine

Convert inbound leads into deals with custom pipelines, stages, and won/lost reasons.

Deal pipelines

Visual kanban of every opportunity, with value forecasting and commission rules.

Smart follow-ups

AI suggests when to nudge cold leads and drafts contextual replies in your tone.

Outreach automation

Email sequences, reply tracking, and pipeline-aware send-time optimization.

Contact intelligence

One contact record powers leads, deals, projects, and invoices.

Consultant commissions

Per-deal commission rates, paid automatically when deals close.

✦ AIEvery crm workflow has a model behind it — surfacing the next action, drafting copy, predicting outcomes, and catching anomalies before they cost you time.
More modules

All of GigRoot, integrated.

Finance
Money in / money out
Project Management
Ship the work
Skill Assessments
Fraud-proof verification
Ready to dig in?
CRM is free on every plan.

Every module — CRM, finance, projects, payroll — included in the Free Forever tier. Upgrade for more AI horsepower.

See pricing