QUICK ACTIONS
Contacts
Everyone in your list. Filter by tag, see what they care about.
NameEmailAddedTags
No contacts match.
Deals
Track opportunities through your pipeline. Move a deal along the stages, then mark it won or lost.
No deals yet. Add one to start tracking your pipeline.
Companies
The organizations your contacts belong to. Associate a contact from their detail panel.
Tasks
Your follow-ups and to-dos. Link one to a contact or a deal, set a due date, check it off.
No open tasks. Nice and clear.
Referrals
People who joined through your links and codes, across Soliton and Haven. Pulled in automatically so you can see and follow up with them here.
NameSourceStatusJoined
No referrals yet. Share a link or code from the Referrals page.
Tags
Tags are the connective tissue — forms apply them, automations act on them, campaigns target them.
Segments
Save an audience filter once — reuse it in any campaign.
TAGS
Email campaigns
Write once, send to a tag (or everyone). Delivered from your verified sender.
EMAIL — drag blocks in, edit, send branded HTML
Personalize with {{first_name}}.
or
Sequences
A trigger, then steps that run over time — send email, wait, tag, and more.
Forms
Capture leads — every submission becomes a contact, applies a tag, and can trigger a sequence.
+ New form