CRM & pipeline

Never let a lead go cold

Capture, qualify and work every lead through a visual pipeline — with an AI lead manager suggesting the next best move at each stage.

See pricing
Visual pipeline stagesAI scoring & next stepsCapture from forms & chat
app.co-msg.com/leads
New
Northwind Studio
$4,500
Bloom Social
$2,800
Qualified
Atlas Creative
$9,200
Proposal
Verve Agency
$12,000
Won
Pixel & Co.
$6,400
Replacesa basic CRMHubSpot Startera sales spreadsheet
The pipeline

Capture, qualify, close

Every lead moves forward — nothing sits and goes cold.

1

Capture

Leads flow in automatically from your public forms and chat, assigned by your rules.

2

Qualify

The AI scores and prioritizes each lead so your team works the hottest ones first.

3

Close

Get the next-best action and a drafted follow-up for each stage, ready to send.

Your AI lead manager

Leo works the pipeline for you

The AI lead manager reads each lead in context, tells you who to chase next, and drafts the outreach — so follow-ups actually happen.

  • Automatic lead scoring & prioritization
  • Suggested next step per stage
  • Drafted follow-up emails, ready to send
Pipeline · this week
Atlas Creative — $9,200Qualified
Next: send proposal todayAI
Follow-up drafted
Stay on top

A pipeline that never drops a lead

Stages you control, values on every card, and automation that keeps the follow-ups moving.

  • Drag leads across custom stages
  • Deal value & owner on every card
  • Auto-capture from forms and chat
  • Assignment rules route new leads
  • AI next-best-action per lead
  • Activity history on every contact

Frequently asked

Your public lead forms and chat feed new leads in automatically, assigned by your rules — or add them manually.

We cancelled five subscriptions and run the whole agency from one workspace. Onboarding a new hire takes minutes, not days.
5 tools → 1
ML
Marcus Lee
Ops Lead, Atlas Creative
Loved by 500+ agency teams
Pixel & Co.Northwind StudioBloom SocialAtlas CreativeVerve Agency

Explore the rest of the platform

One workspace. Everything your agency runs on.

Turn more leads into clients

A visual pipeline with an AI lead manager working every stage for you — free to start.

See pricing
Free for 5 membersNo credit cardCancel anytime