Visual kanban pipeline
Drag customers through your stages. Or use a table. Your choice — switch in one click.
Board · Table · Calendar viewsEvery customer, every conversation, every follow-up — in one place you'll actually use. No 14-click forms. No "enterprise pipeline" bloat. Just your customers, and what's next with each of them.
No 40-feature dashboard. Just the things you actually need to keep deals moving and customers happy.
Drag customers through your stages. Or use a table. Your choice — switch in one click.
Board · Table · Calendar viewsNotes, calls, deals, files — everything about one customer in one place.
Activity · Notes · Files · TasksSee who's working on what. No more "who's calling Customer X back?"
Assign · Mention · Hand offSet a reminder. Get a nudge. Stop forgetting.
Email · Push · Slack remindersEvery email opened, every call logged, every note — chronological.
One source of truth per customerCSV in, CSV out. Or sync with Flowly automatically.
No lock-in · your data is yoursA pipeline shouldn't feel like a maze. Here's what one customer's journey looks like — start to finish.
Lead lands. Source tagged. Auto-assigned.
First touch logged. Reply tracked.
Demo booked, pricing sent, questions answered.
Contract signed. Customer moves to onboarding.
Auto-flag if nothing's happened in 14 days.
Marked with reason. Resurfaces in 90 days.
A real board, real avatars, real numbers. Imagine yours here instead.
If you talk to customers and you've outgrown spreadsheets — this is for you.
Salons, mechanics, agencies, clinics, consultancies.
Small teams chasing deals before there's a "sales department".
Designers, devs, copywriters, photographers.
Click any card. This is what you see — the whole relationship, on one screen.
Initials, color-coded. Same avatar everywhere — pipeline, profile, mentions. You learn faces fast.
Filter by them. Segment by them. Send them to Flowly for a follow-up sequence in two clicks.
Activity, Notes, Files, Tasks. No 17-tab "enterprise view." If you need more, you can pin custom fields.
Every call, email, note — timestamped, attributed. You walk in cold, you're caught up in 30 seconds.
Built-in connections to every other N.T.J tool and the apps you already use.
If your question isn't here, the demo is the fastest way to see Crewix in action.
One login. One billing relationship. Six tools that actually know about each other.
Crewix takes 2 minutes to start. Bring your spreadsheet, drag a few cards, see if it sticks.