Growth CRM · Pipeline, contacts and deal tracking
A sales pipeline simple enough that your team actually uses it.
Growth CRM keeps your prospects and deals in one place: a contact record for every business, a visual pipeline with five stages, and one-click import of the leads you already found with Lead Genius Engine.
Who it’s for
Who uses Growth CRM
Small sales teams
Who need a shared view of what is open, without a heavy enterprise CRM.
Agencies and freelancers
Tracking proposals and follow-ups across several clients at once.
Founders selling directly
Anyone still running deals out of a spreadsheet or their inbox.
Features
Everything it does, in plain terms
Visual deal pipeline
Five stages — Lead in, Discovery, Proposal sent, Won and Lost — with the total value in each.
Contact records
Name, company, email, phone, website and notes for every prospect.
Deal tracking
Deal value, expected close date, linked contact and notes.
Import from Lead Genius
Bring your latest Lead Genius leads in as contacts, with duplicates skipped.
Activity notes
Log what happened on a contact or deal so nothing gets forgotten.
How it works
From sign-in to results in four steps
- 1
Add or import contacts
Enter them by hand or import your most recent Lead Genius leads.
- 2
Create a deal
Give it a title, a value and the contact it belongs to.
- 3
Move it along
Change the stage as the conversation progresses.
- 4
Review the pipeline
See how much value sits at each stage and where deals are stalling.
Use cases
Where it earns its keep
Outbound follow-up
Turn cold replies into tracked deals instead of losing them in an inbox.
Proposal tracking
Know exactly which proposals are still waiting on an answer.
Pipeline reviews
A weekly look at open value by stage.
Plans
Get access to Growth CRM
Plans coming soon
Subscription plans for Growth CRM are being finalized.
Contact us for access in the meantime. Tell us how many accounts or senders you need and we’ll set you up.
FAQ
Growth CRM questions
Does it connect to Lead Genius Engine?
Yes. You can import your most recent Lead Genius leads as CRM contacts, and duplicate email addresses are skipped.
Can other people see my contacts?
No. Your contacts and deals are visible only to your own account.
Can I export my data?
Deal and contact export is on the roadmap. Contact us if you need a copy of your data in the meantime.
Can Xpertech run our pipeline for us?
Yes. Our Outreach Lab can manage prospecting and follow-up as a managed service.
Related
Pairs well with
Lead Genius Engine
B2B lead generation & intelligence
View Lead Genius EngineMailFlow Pro
Cold outreach & sequence builder
View MailFlow ProOutreach Lab
Prefer we run it for you? Our Outreach Lab offers this as a managed service.
Explore Outreach servicesMarketing Lab
Prefer we run it for you? Our Marketing Lab offers this as a managed service.
Explore Marketing servicesReady to try Growth CRM?
Contact us for access, or sign in if you already have an account.