CRM and reminders

The follow up you never forget.

A light CRM that lives next to your campaigns. Track deals, add notes, set a follow up date, and get reminded. No second tool, no double entry.

  • Pipeline board for deals
  • Reminders delivered by email every morning
  • Full contact history: campaigns, clicks, notes

New

Forma Fitness
Blue Door Cafe

Contacted

Harbour Goods

Proposal

Lumi Skin Studio
Northside Dental

Won

Kito Bakery

Deal pipeline

Drag deals across stages you define. See value per stage and what is likely to close this month.

Reminders

Set a follow up date on any contact or deal. A digest lands in your inbox each morning with what is due.

Contact timeline

Every email opened, link clicked, SMS sent, note added, and deal moved, in one scrolling history.

Notes

Jot down what was said on the call. The next person who opens the record sees it.

Same contacts as marketing

No sync, no duplicates. The person in your pipeline is the same person in your newsletter list.

Triggers from deals

Move a deal to Won and start the onboarding flow. Lost? Add them to the win back sequence.

Marketing and sales, finally in one place.

Most small teams run marketing in one tool and deals in a spreadsheet. Wateja puts them side by side so a click on a campaign can become a conversation the same day.

  • Convert any engaged contact into a deal in one click
  • Assign deals and reminders to teammates
  • Filter the pipeline by tag or segment
  • Export deals and activity to CSV

Today's reminders

Call Lumi Skin Studio about proposal10:00
Send pricing to Northside Dental11:30
Check in with Harbour Goods15:00

12

Open deals

3

Due today

Questions

Common questions.

No. It is built for small teams who need a pipeline and reminders next to their marketing, not a full enterprise CRM.

Yes. Business includes team seats with roles, so everyone sees the same deals and reminders.

CRM and reminders are included on Pro and Business.

Never lose a lead to a forgotten follow up.

Create your free account and send your first campaign today. Upgrade only when your list outgrows the free plan.