CRM management,
redefined by Intelligence.

The AI-native CRM that lets you talk to your pipeline. Manage deals, automate outreach, and close faster — without the busywork.

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Role-based access Real-time sync Enterprise-grade security

Active Pipeline

Q2 2026 Forecast
New (3)
Vertex Labs
$18,000
Orion Health
$9,500 · Stale
Qualified (2)
NovaTech
$52,000
Pinnacle Inc
$64,000
Proposal (2)
Acme Corp
$85,000
Closing (1)
BlueSky Media
$72,000
aLead Assistant

Everything you need to close.

A complete sales operating system — from first touch to signed contract.

Pipeline Board
+ New Deal
New3
Vertex Labs
$18,000
Orion Health
$9,500
Qualified2
NovaTech
$52,000
Pinnacle Inc
$64,000
Proposal1
Acme Corp
$85,000
Closing1
BlueSky Media
$72,000
Acme Corp — $85,000
Proposal
Overview
Activity
Emails
Tasks
Intelligence
$85,000.00
Proposal
Sarah Chen
Active
Intelligence
Time in Stage
4.2 days
Activity Score
24
Weighted Value
$37,400
Business Discovery
📍 Miami, FL · Restaurants
Search
Map View
BusinessCategoryStatus
Ocean GrillRestaurantImported
Café LunaRestaurantNew
Bistro 45RestaurantImported
The PatioRestaurantNew
Sushi WaveRestaurantImported
Workflow Builder
+ New Workflow
⚡ Stage → Proposal
→
📋 Create follow-up task
→
🔔 Notify manager
⚡ No activity 5 days
→
📧 Send reminder email
→
📋 Create urgent task
⚡ Deal value > $50k
→
👤 Assign to senior rep
→
🔔 Notify team
Gmail Outreach
Compose
You → John at Acme Corp2 hours ago
Proposal follow-up
Hi John, just following up on the proposal we sent last week. Would love to schedule a call to discuss...
👁 Opened 3×
John at Acme Corp1 hour ago
Re: Proposal follow-up
Thanks for reaching out! We reviewed the proposal internally and have a few questions about pricing...
You → Lisa at BlueSkyYesterday
Partnership opportunity
Hi Lisa, I wanted to introduce aLead and how we can help BlueSky streamline your sales process...
👁 Opened 7×
You → Mark at NovaTech2 days ago
Quick intro
Hi Mark, saw NovaTech is expanding into new markets. We help companies like yours manage pipeline...
👁 Opened 1×
Dashboard
Q2 2026
Pipeline
$1.24M
Forecast
$682K
Avg Cycle
23d
REVENUE BY MONTH

Kanban Pipeline

Drag-and-drop deals across stages with real-time column totals and weighted values.

Deals with no activity in 5+ days get a red border so you never miss a follow-up.
See open task counts directly on each deal card without clicking into it.
Automatically tracks how long each deal has been in its current stage.
Move deals between stages with one click — no drag required.

360° Deal View

Every detail in a single slide-over panel — activity, tasks, emails, and intelligence.

Chronological feed of every note, email, call, and meeting on the deal.
Weighted scoring: emails (3pts), calls (4pts), meetings (5pts), notes (1pt).
Deal value × stage win probability gives you a realistic forecast number.
Visual warnings when deals go stale or engagement drops below threshold.

Business Discovery

Search businesses by location and category, preview on a map, and import with one click.

Visual map with pins for each business result — click to preview details.
Import any business directly into your CRM as a company with all details pre-filled.
Filter by industry, type, or custom categories to find your ideal prospects.
Imported businesses automatically become companies with address, phone, and website.

Workflow Automation

Build trigger-based automations without code. Stage changes, stale deals, value thresholds — all handled.

Automatically generate follow-up tasks when deals hit specific stages.
Fire off templated emails when conditions are met — no manual sending.
Route high-value deals to senior reps automatically based on thresholds.
Alert managers and team members when important pipeline events occur.

Gmail Outreach

Send tracked emails from inside aLead. Know exactly when prospects open your messages.

1×1 transparent tracking pixel logs opens with timestamp, IP, and user agent.
Chat-style email threads inside the deal sidebar — no switching to Gmail.
Select companies, auto-load contacts, and send personalized outreach to all.
Background jobs fetch Gmail replies and associate them with the right contacts.

Dashboard Analytics

Real-time revenue dashboards with forecasting, conversion rates, and sales cycle metrics.

Pipeline value adjusted by each stage's win probability for realistic projections.
See what percentage of deals advance through each stage of your pipeline.
Visual bar chart showing closed revenue trends across months.
At-a-glance count of tasks that need attention today across all deals.
Notifications

Real-time alerts for deal changes, task deadlines, and team activity.

Custom Fields

Add any field to deals, contacts, or companies to match your process.

Roles & Permissions

Admin, Manager, and Rep roles with granular access control.

Audit Trail

Complete change history for every record — who changed what and when.

Metrics that drive decisions.

Real-time dashboards built for revenue teams — no spreadsheets required.

Total Pipeline
$1.24M
Across 47 active deals
Weighted Forecast
$682K
Probability-adjusted value
Avg. Sales Cycle
23 days
From New to Won

Stage Conversion Rates

New
92%
Discovery
78%
Qualified
61%
Proposal
44%
Won
31%

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