A clearer way to run your pipeline

Turn every lead into a clear next step.

Bring leads, clients, follow-ups and team activity into one focused workspace built for service businesses and growing teams.

01 Capture 02 Follow up 03 Convert 04 Measure
Agency OS · Lead workspace
AJ
GOOD MORNINGPipeline overview
New leads24+18% this week
Follow-ups08Due today
Active clients31Across team
Lead pipelinePreview data
NEW 3
Northstar RealtyWebsite inquiry
TodayMR
Vista DentalReferral
TomorrowSA
CONTACTED 2
Urban NestDiscovery call
11:30AK
Bloom ClinicProposal requested
FriMR
PROPOSAL 2
Peak HomesProposal sent
Follow upSA
Atlas ServicesReady to close
High intentAK
✓
Follow-up completedNothing falls through
↗
Pipeline movementClear next actions

Built for teams that need less CRM admin and more clarity.

AgenciesReal estateClinicsEducationService businesses
The problem

Leads are expensive. Losing track of them is even more expensive.

Spreadsheets, chat threads and memory are not a pipeline. AJ CRM gives every opportunity an owner, status and next step.

01

Scattered lead data

Keep lead details, activity and ownership together instead of hunting through different tools.

02

Missed follow-ups

Turn “I’ll contact them later” into visible next actions your team can actually work from.

03

No clear accountability

See what is moving, what is waiting and who is responsible for the next step.

One focused workspace

The operating layer between a new lead and a long-term client.

Designed around the work teams repeat every day: capture, qualify, follow up, collaborate and convert.

01

Visual lead pipeline

Move opportunities through a simple, visible process and know exactly what needs attention next.

New12
Contacted8
Proposal5
Won3
02

Follow-ups that stay visible

Keep next actions in front of the team instead of buried inside messages or notes.

✓Send proposalCompleted · 09:45
Call Northstar RealtyToday · 11:30
Review new inquiryToday · 14:00
03

Client context in one place

Give your team a cleaner view of who the client is and what has already happened.

NR
Northstar RealtyQualified lead
View record →
04

See the business, not just the inbox

Use a single view to understand pipeline activity, current workload and where opportunities are slowing down.

Pipeline activityLast 30 days
How it works

A repeatable sales rhythm your whole team can follow.

You should be able to open your CRM and know where to focus. AJ CRM is designed around that idea.

See it with your workflow →
1

Capture

Add new opportunities to one workspace.

2

Qualify

Record status, ownership and useful context.

3

Follow up

Make the next action visible and time-bound.

4

Convert

Move qualified opportunities into active client work.

5

Improve

Use pipeline visibility to spot bottlenecks and improve process.

Flexible by design

One CRM. Different sales motions.

Use the same core workflow across teams that need a structured way to manage new business and client relationships.

⌁

Digital agencies

Track inbound leads, proposals, follow-ups and client handoff.

⌂

Real estate

Keep property inquiries organized by stage, owner and next action.

+

Clinics & services

Manage inquiries and relationship context across the front desk and sales team.

◎

Education & admissions

Move prospects from first inquiry through follow-up and enrollment conversations.

Built to fit your process

Start with the workflow you already have. Make it easier to run.

AJ CRM can be configured around your team’s lead stages, responsibilities and handoff process. Ask us about the integrations and automations you need.

Discuss your setup
Plans

Start with what your team needs now.

Use these plan names as a starting point. Final pricing and limits can be edited from WordPress → Settings → AJ CRM Landing.

For small teams

Starter

Core CRM workspace for a focused lead process.

Talk to us
  • Lead pipeline
  • Client records
  • Follow-up workflow
  • Team visibility
Request access
For multi-team operations

Agency

A tailored setup for agencies and larger service teams.

Custom
  • Tailored configuration
  • Advanced workflows
  • Integration planning
  • Priority onboarding
Contact sales
FAQ

Questions before you move your pipeline?

These are intentionally product-safe answers. You can replace them with final commercial terms whenever the CRM offer is finalized.

AJ CRM is a focused workspace for managing leads, clients, follow-ups and team activity in a more structured way.

No. The workflow also fits real estate, clinics, education businesses and other service teams that manage inquiries and follow-ups.

Yes. The landing page is designed to sell a configurable CRM workflow. Final scope can be confirmed during onboarding or a product demo.

The login and primary CTA buttons on this page open the existing AJ CRM / Agency OS application.

Your pipeline, finally clear

Make the next action obvious.

See how AJ CRM can fit the way your team captures leads, follows up and turns opportunities into clients.