Stop losing leads between the inbox and the spreadsheet
A drag-and-drop pipeline where every lead has a stage, an owner, a value, and a full history — connected to the forms that captured them and the reviews you'll ask for later.
The problem
Leads live in four places: your inbox, your texts, a notebook, and the spreadsheet somebody built in 2023. You can't answer "how many quotes are outstanding?" without half an hour of reading. Real CRMs quote you per seat, per month, and want a week of setup before they're useful.
The solution
One board, seven stages, every deal on a card. Leads arrive from your contact forms already filled in. You drag cards across as work progresses, email people from the card itself, and see at a glance what's stuck. It's the amount of CRM a small business actually uses.
How it works
Leads arrive on their own
A contact form submission opens a deal automatically with the traffic source attached. You can also add a deal by hand or promote an existing contact.
Set the value and the owner
Put a number on the deal and assign it to whoever is chasing it. On a team, everyone can see who owns what without asking.
Work it through the stages
Drag the card as things progress. Leave notes, send emails, and read replies from the deal panel — every action lands on the timeline as you go.
Close it and keep the record
Mark it won or lost. Won deals keep their full history, so when it's time to ask for a review you know exactly what you did for them.
Enough CRM, and not one feature more
Everything here is something a small business uses in its first week.
A board you can see in one glance
Seven stages from prospect to won or lost, as a drag-and-drop kanban. You always know how many deals are sitting where — and which ones have gone quiet.
Rename the stages to match your business
"Contract" might be "Estimate sent" for you, and "Qualified" might be "Site visit booked". Relabel every column so the board reads like your actual process.
Two-way email, threaded to the deal
Email a contact from inside the deal and their reply threads straight back into the same conversation. Sent from your own domain, not a shared no-reply address.
A timeline of everything that happened
Notes, stage changes, value changes, reassignments, form submissions, and every email in or out — logged automatically on the deal so nothing lives only in someone's head.
The whole relationship, in one system
A standalone CRM makes you export. Here, the pipeline is wired to everything either side of it.
Contact forms feed it
Submissions open deals automatically, with the traffic source already attached.
Contracts close it
Send a proposal from the deal and track it through to a signature.
Email keeps it warm
The same contacts power your newsletters and campaigns — no list to sync.
Reviews finish it
A won deal is a customer who's ready to be asked for a review.
Works with your AI assistant
Do this by asking, if you'd rather
Connect Diviner One to Claude or any MCP-compatible assistant and it can search contacts, create them, move deals through your pipeline, log actions, and adjust your stage labels — in your account, using your own API key.
"Which deals have had no activity in three weeks? Add a note to each one reminding me to follow up."
How the MCP connection worksFrequently asked questions
- It's a pipeline CRM: contacts, deals with values and owners, configurable stages, an activity timeline per deal, and two-way email threading. What it isn't is an enterprise sales platform with forecasting models and territory rules — it's built for a small business that needs to stop losing leads, not for a 40-rep sales floor.
- Contact form submissions create them automatically, complete with the attribution data showing which campaign or page produced the lead. You can also create deals manually or from a contact you already have in the system.
- You send from your own verified domain, so the contact sees your name in their inbox. Replies route back through Diviner One and thread into the same conversation, visible in the contact record and the deal panel. There's no per-user inbox to configure.
- You can rename every stage to match your language. The underlying flow — prospect, contacted, qualified, proposal, negotiation, won, lost — stays consistent so reporting still works, but the labels on your board are yours.
- That's the point of it. Contacts are shared with your surveys, email campaigns, and review campaigns. Contracts attach to deals. Work Manager tasks sit alongside the pipeline. A won deal is one click from a review request.
- The CRM is included on every Diviner One plan. It's part of the plan rather than a paid add-on, so it replaces a separate CRM subscription instead of adding to one.
Is this a real CRM or a to-do list with a nice name?
Where do deals come from?
How does the email threading work?
Can I change the pipeline stages?
Does the CRM connect to the rest of Diviner One?
Which plan do I need for the CRM?
Put every lead on one board
Deals, stages, owners, email threads, and a full history — included with Diviner One.