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Module 04 · Founder OS™
Leads · Pipeline · Follow-ups

A CRM that respects a founder's actual sales day.

Kanban pipeline, leads/customers tables, follow-up reminders, and a contact history log — designed for the founder-led revenue motion, not a 200-person sales floor.

CRM
Module 04
CRM
Zero follow-ups slip through the cracks
Weighted pipeline value visible in one glance
AI-drafted outreach + reply emails
Step 1
Import contacts
Step 2
Set pipeline stages
Step 3
Log activities
Claude Sonnet 4.5 embedded in this module
Included in Starter & Pro
What you get

The three things this module changes.

Outcomes

After a week inside CRM, you should have:

  • Zero follow-ups slip through the cracks
  • Weighted pipeline value visible in one glance
  • AI-drafted outreach + reply emails
  • Customer LTV alongside deal history
Your workflow

The rhythm inside CRM.

  1. 1Import contacts
  2. 2Set pipeline stages
  3. 3Log activities
  4. 4Automate follow-ups
  5. 5Convert Won deals to Customers
Starter · $49/mo · Cancel anytime

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