People

CRM, forms, engagement, community, and learning

Track leads and deals, collect unlimited form submissions and payments, reward participation, host discussions, and run courses on the same user records.

CRMLeads, deals, and mailbox syncFormsUnlimited submissions and paymentsEngagement and rosterPoints, milestones, and a rosterCommunityQuestion forums and moderationLearningCourses, certificates, and compliance

CRM

Track leads and deals on the same people records your invoices, orders, and bookings already use.

Replaces

  • HubSpot
  • Pipedrive
  • Salesforce
  • Zoho CRM
  • Keap

  1. Leads from forms, chats, and other sites

    Leads come in from form rules, sales chats, a capture snippet on other websites, or a CSV import. New leads are shared out in turn, staff are alerted, and Microsoft or Google email is saved to the timeline.

  2. Deals move through the pipeline

    Drag deals across each pipeline's stages, with a forecast by close month. Deals move forward automatically when a quote is accepted, an invoice is paid, or a booking is made.

  3. Won deals turn into quotes and invoices

    Start a quote from a deal with its line items, or an invoice for the contact. See the funnel for each pipeline, results by lead source and owner, and progress toward revenue goals.

1A lead arrives from a form or chat

One record from the first contact

A form submission, a sales chat, or the capture snippet on another website creates the lead, assigns an owner, and starts the timeline. Notes, calls, emails, and meetings follow on the same record.

One record, from the form that started it to the next meeting.

2The deal moves through the pipeline

A board for every pipeline

Drag deals between stages, or let stage rules move them when a quote is accepted, an invoice is paid, or a booking is made. Each card shows its value, its days in the stage, and the next task.

  • Several pipelines with drag-and-drop boards
  • Stage rules for quotes, invoices, orders, bookings
  • Forecast by expected close month
  • Stale-deal highlighting
Deals by stage, with values and next tasks.

3Won deals turn into quotes and invoices

From a won deal to the money

A deal becomes a quote with its lines carried over, or an invoice for the contact, and the dashboard tracks the leads, the open pipeline, the win rate, and the tasks due.

Leads, the open pipeline, and deals won.

Contacts and companies

  • Leads share the same person records as members
  • Convert a lead to a member with its history
  • Choose which emails leads get, from transactional only to everything
  • Duplicate contacts flagged and merged
  • Companies linked by email domain
  • Custom fields for companies
  • Lead scores on contacts
  • Saved contact lists used as campaign audiences
  • Option for staff to see only the contacts they own

Pipelines and deals

  • Several pipelines with drag-and-drop boards
  • Stages with a win rate and a limit on open deals
  • Each stage's deal value weighted by its win rate
  • Forecast by expected close month
  • Deals moved forward by quotes, invoices, orders, and bookings
  • Reasons recorded for lost deals
  • Deals with no recent activity highlighted
  • Quote or invoice created from a deal
  • Automatic deal for each new lead

Email and tasks

  • Microsoft and Google mailbox sync
  • Shared mailboxes such as sales@
  • Choose which groups see mailbox history
  • Inbox of replies due and tasks due
  • Snooze email to tomorrow or next week
  • Create a task by typing a sentence, such as Call Sam on Friday
  • Tasks and calendar for the team
  • Email selected contacts as a campaign
  • Suggested next steps on the dashboard

Capture and assignment

Reports

  • Conversion funnel for each pipeline
  • Results by lead source and by owner
  • Revenue goals with progress

Works with

  • QuotingQuotes start from a deal, and the deal moves forward when the quote is accepted.
  • InvoicingThe payer's open deals move forward when an invoice is paid.
  • Live ChatA sales chat becomes a lead with a deal and its transcript.
  • FormsA form rule makes the submitter a lead, with a deal and owner.
  • EventsSponsor booth leads can be logged in the CRM.

Forms

Build forms with unlimited submissions that branch on answers, take payments, score quizzes, and run rules after each response.

Replaces

  • Jotform
  • Google Forms
  • Typeform
  • Formstack
  • SurveyMonkey
  • Cognito Forms
  • Responsly

  1. Build any form

    Choose from more than 30 field types, from file uploads to calculated values, with no limit on forms or submissions. Show or hide questions by earlier answers, score quizzes, and take payments or donations.

  2. On any page, link, or QR code

    Place a form on any page, share its tracked link, or print its QR code, with fields filled in for signed-in members. Assign forms with due dates and reminders, and suspected spam is set aside.

  3. Rules for each answer

    Rules run after each submission: show a thank-you, email a copy, add groups, create the account, make a CRM lead with a deal, offer a booking, or start an email series. Approve each submission or turn it into a ticket.

1Build the form

More than 30 kinds of field

Add fields in the builder, give each one its label, help text, and limits, and show or hide questions by earlier answers. Every change saves as you go.

Fields on the left, the chosen field's settings on the right.

2People fill it in

On a page, a link, or a QR code

Embed the form on any page, share its own address, or print its QR code. Signed-in members find their name already filled in.

  • Embed on any page by token
  • Own web address, tracked link, and QR
  • Assign forms with due dates and reminders
  • Bot checks on every public form
The form your members and visitors fill in.

3Rules for each answer

The next step, automatically

Rules read the answers from the top. One shows a thank-you, emails a copy, creates the account, and makes a CRM lead with a deal. Another opens a booking for anyone who picked mentoring.

Rules that act on each answer.

The builder

  • Unlimited forms and submissions
  • More than 30 field types
  • Ratings, NPS, sliders, rankings, and grids
  • File uploads, addresses, and repeating groups of questions
  • Pick-a-person questions limited to groups or companies
  • Calculated values from earlier answers
  • Hidden fields filled from the link
  • Starter forms such as a contact form
  • Multi-page forms
  • Copy a form with its logic
  • Event session and ticket fields for sign-ups

Logic and validation

  • Show or hide fields by answers
  • Show fields based on the submitter's groups or company
  • Skip a whole page based on an earlier answer
  • Character, selection, and number limits
  • Custom answer formats, tested as you set them up

Publishing and access

  • Place a form on any page
  • Each form gets its own page, a tracked link, and a QR code
  • Links with a use limit that open a form
  • Audience by groups and companies
  • Open and close times and response limits
  • One response per person
  • Assign forms with due dates and reminders
  • Remind by banner or pop-up, or require it before continuing
  • Ask people to fill in a form again after a set time

After submit

Submissions and review

Payments and scoring

Spam protection

  • Bot checks on every public form
  • Suspected spam set aside, while the sender sees the normal thank-you
  • Block IP addresses, email domains, and email addresses
  • Emails held for a spam submission sent once it's marked not spam

Works with

  • EventsA form becomes an event's sign-up page, with session and ticket fields.
  • LearningQuizzes are scored forms, and assignments are reviewed submissions.
  • BookingsA rule sends the submitter to a meeting type with answers carried over.
  • CRMA rule makes the submitter a lead with a deal and owner.
  • PaymentsForm payments are recorded in the same transaction list as every other payment.

Engagement and roster

Reward what members do with points and milestones, shown on their profiles, the leaderboards, and the member roster.

What each action is worth

Give points for posts, courses, attendance, purchases, bookings, and on-time payments, with a different value per event or course. Take points away for absences and no-shows, and adjust by hand with a reason.

Leaderboards and milestones

Members see all-time and this-month leaderboards, filtered by company, and their milestones with progress toward the next. Rename points and milestones to fit your wording, and members can hide themselves from the boards.

A member directory

Choose which groups are listed in the roster and which details show, with email and text buttons. Add a Leadership tab of photo cards and a birthdays-this-month card on the home page.

What each action is worth.
The leaderboard your members see.
Who is listed, and what each listing shows.

Points

  • Point values and limits for each activity
  • Different point values for each event, course, form, or quote
  • Points taken away for absences, overdue invoices, and no-shows
  • Manual adjustments with a reason
  • Undo a manual adjustment
  • Points removed when what earned them is deleted
  • Points when someone joins through a member's invite link
  • Anniversary points from date fields, such as a join date
  • Weekly points email, sent only in weeks when points were earned
  • Negative totals shown to members as 0

Milestones

  • Milestones for each kind of activity
  • Your own words for points and milestones
  • Custom milestones beside the built-in ones
  • Progress toward each milestone
  • A message for each milestone earned, by email if the member chooses

Profiles and leaderboards

Member roster

  • A member directory
  • Leadership tab with photo cards
  • Choose which groups the roster lists
  • Choose the details shown in the list and on profiles
  • Email and text buttons on profiles
  • A birthdays-this-month card on the homepage
  • Custom fields on the roster

Works with

  • CommunityPosts, answers, and reactions earn points, and milestones show as forum badges.
  • LearningLessons and courses earn points, and scores show on the learning pages.
  • EventsAttendance and the conference passport award points.
  • InvoicingOn-time payment earns points, and a past-due invoice costs them.
  • GroupsA dynamic group can select members by points.

Community

Give members discussion boards and question forums, with the tools to moderate them.

Replaces

  • Discourse
  • XenForo
  • Circle
  • Mighty Networks
  • Facebook Groups

Discussions on posts, events, and courses

Set up categories and forums, and choose by group who can see, start, and reply in each. Blog posts, events, and courses get their own threads, and members follow them by email or digest.

Questions with marked answers

In a question forum, the reply that answers the question is marked, with a link to it at the top of the thread. Posts, answers, and reactions earn points and milestone badges, and search finds word forms and synonyms.

Moderation built in

New members' first posts are approved by a moderator before they show, and warnings come with strikes that expire. Pin, lock, move, and merge threads, set moderators for each forum, and handle reported posts as Help Desk tickets.

Every event, post, and course can have its own discussion.
The accepted answer is marked for everyone who asks next.
A new member's first post waits for a moderator.

Structure and access

  • Categories, forums, and sub-forums
  • Choose which groups can see, start, and reply in each forum
  • Access by company too, with exclusions
  • Thread prefixes with colors, icons, and access rules
  • Thread tags from a list you manage
  • File attachments, allowed forum by forum
  • Forums guests can read, with an RSS feed and a sitemap

Reading and following

  • What's new with an unread filter
  • Search that finds word forms and synonyms
  • Follow threads and forums by email
  • Daily or weekly digest
  • Saved posts with reply alerts
  • Follow or ignore a member
  • Emails when someone mentions or quotes you

Posting

  • Polls and reactions
  • Question forums with marked answers
  • Ranks by post count, or job titles under names
  • Group badges under names
  • Set how long members can edit their posts

Moderation

  • Pin, lock, rename, move, and merge threads
  • Merged threads redirect to the kept one
  • Edit history on edited posts
  • Moderators per forum, by member or group
  • First-post approval for new members
  • Posting bans
  • Warnings with strikes that expire
  • Reported posts as support tickets
  • Removed posts restored from Recovery
  • Email an announcement to a forum

Connected content

Works with

  • Help DeskA reported post arrives as a ticket in the Forum report category.
  • EngagementPosting, answering, and reactions earn points and milestone badges.
  • LearningCourses and lessons have their own discussion threads.
  • GroupsEach forum's see, start, and reply rules are set by group.

Learning

Run courses with video lessons, quizzes, live sessions, and certificates, and track the training people must finish.

Replaces

  • LearnUpon
  • Thinkific
  • Teachable
  • TalentLMS
  • LearnDash

  1. Lessons, quizzes, and live sessions

    Mix video, audio, document, and text lessons with quizzes and in-person or online sessions, released in order or days after enrolling. Enroll by group, person, or company, with prerequisites, deadlines, and waitlists, or sell the course as a store product.

  2. Progress, notes, and discussion

    Learners see their progress and deadlines on My learning, keep private notes on each lesson, and discuss it in its own thread. Checking in at a live session completes its lesson, and finished lessons and courses earn points.

  3. Certificates and compliance

    Learners who finish get a PDF certificate, certifications expire with a way to renew, and a course change can require re-training. See who is overdue, and company managers track their own team.

1Build the course

Lessons, quizzes, and live sessions

Mix video, document, and text lessons with quizzes and live sessions, open lessons in order or days after enrolling, and choose who is enrolled.

A course with its status and description.

2The learner works through it

Progress, notes, and what opens next

Learners see where they are in the course, what opens next, and their own notes on each lesson, with a discussion beside it.

The catalog, and a lesson on the learner's phone.

3Certificates and compliance

Finished, certified, and on record

Learners who finish get a PDF certificate, certifications expire and must be renewed, and the compliance view shows who is behind on required training.

  • PDF completion certificates
  • Certifications that expire and renew
  • Compliance view of required courses
  • Training record as a PDF
What each learner has finished and what is due.

Building courses

Enrollment

  • Audiences by group, person, or company
  • Enroll a course's audience automatically
  • New group members enrolled as they join
  • Courses assigned, recommended, or only made available
  • Requests to join, approved by staff
  • Enrollment limits with waitlists
  • Prerequisite courses
  • Start dates and deadlines
  • Enroll whole groups or companies in a course or learning path
  • Course pages guests can see
  • Sell a course through a store product

Assessment and completion

Learner experience

  • Catalog by category or format
  • Filters by format, category, tag, and instructor
  • A My learning page with progress and deadlines
  • Private notes on each lesson
  • Training record as a PDF
  • Badges for finished courses
  • Daily, weekly, or monthly digest of each learner's courses
  • Deadlines and live sessions in your calendar

Tracking and managers

  • See who has finished their required courses
  • Views by enrollment, by learner, and by skill
  • Overdue learners flagged
  • Weekly report to chosen staff
  • Emails to chosen staff when someone completes a course
  • Instructors see their own learners
  • Managers who track the learners in their own groups
  • Company managers enroll their team

Works with

  • EventsLive sessions are events, so checking in completes the lesson.
  • StoreA purchase adds the buyer to the group with access to the course.
  • FormsQuizzes are scored forms, and assignments are reviewed submissions.
  • EngagementLessons and courses earn points and appear on the boards.
  • CommunityEach course and lesson can carry a discussion thread.
PreviousEventsEvents, conferences, and bookings.NextMessagingMessaging, live chat, help desk, and feedback.

Real human support even on the Free plan

Your members can contact support directly too. Bug fixes and enhancement requests cost nothing extra.

Sign up freeWhat support includes
  • Dedicated human supportAnd a familiar account manager, from setup on.
  • Same-day repliesAnswers the same business day.
  • Email, chat, and phoneWe want to hear from you! And learn how to best support your org.
  • Help moving inYour member list, products, and invoices imported with you.

Support

Bring your people together

Track leads, run courses, and give members a place to talk, all on the same records.

Get startedContact the teamSee pricing