CRM Intelligence.
A drag-and-drop Kanban pipeline takes leads from first contact to closed-won (or captures why they were lost). AI overlays health scores, growth plans, and next-step recommendations so your team focuses on the deals that matter.
What you get
Drag-and-drop Kanban board: new → contacted → qualified → proposal → negotiating → won/lost
Conversion celebrations and lost-reason capture modals
AI-powered pipeline reviews, contact strategies, and growth plans
Filter by assignee, priority, source, and date range
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Drops you straight into the relevant screen with sample data.
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Included in every Earnest plan. No feature gates.
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