Take a tour
See Kicklace in action.
Live demos with sample data. Nothing you do here is saved.
01 · Dashboard
Ask for a chart in plain English.
Type a question and Kicklace builds the chart from your data. Adjust it, move it, or ask for a different view.
Try it: pick a question and the chart answers it.
Won this month
“How much did we win this month?” · closed by close date, compared with last month
Sample answers. In the app you can adjust any chart by asking, and Kicklace builds it from your own records.
- Adjust any chart
- in plain English
- Compare periods
- this month vs. last month
- Custom layout
- drag charts where you want them
02 · Pipeline
Manage your pipeline on a board.
Every card shows the company, the deal size, the owner, and the close date. Drag cards between stages or use the keyboard. Marking a deal won or lost records the date and the reason.
Try it: drag a card to another column.
- Filter and collapse
- by owner or keyword; hide a column
- Deals are optional
- turn them off and keep the customer lifecycle
- Automations can move cards
- and every move is logged
03 · Contacts
Find any record fast.
People, organizations, deals, and any custom object. Save filtered views, search everything, or select rows to move, assign, or add to a list.
Try it: tick a few rows and see what you can do with them.
| Person | Stage | Lists | First seen | Last activity | |
|---|---|---|---|---|---|
| AMAda Marshada@northwindprint.example | Purchaser | Product updates | google · cpc → /pricing | 2 h ago | |
| BOBen Okaforben@harborlights.example | Activated | Product updates, Tips | reddit · social → /signup | yesterday | |
| CVCleo Vargacleo@tessellate.example | Account | none | direct → / | 3 days ago | |
| DADev Ananddev@copperline.example | Subscriber | Product updates | newsletter → /product | 5 days ago | |
| ·Anonymous 7f3a2cno email yet | Visitor | none | chatgpt.com → /how | just now |
- Import CSV
- fills in blanks, never overwrites
- Export
- any view as CSV
- Custom objects
- track anything with the same tools
04 · Record
One record per person.
A record follows a person from anonymous visitor to email signup to paying customer, across devices. Every visit, form, download, purchase, note, and email is on the timeline.
Fields
Click a value to change it.
- Name
- Ada Marsh
- ada@northwindprint.example
- Phone
- +1 208 555 0143
- Title
- Owner
- OS
- mac
Identities
- ada@northwindprint.example
- anon
- mtol9kx4jjq5co1a
- account
- acct_5f2a91
First touch never changes, even after a merge: google · cpc → /pricing.
Timeline
Everything that happened, and who did it. Current stage: Purchaser.
Today
- Purchase
Purchased credits
from google · cpc · /pricing
12:46 AM
- Stage
Moved to Purchaser
Lifecycle events (purchase)
12:45 AM · automation
Yesterday
- Email out
Sent: Your first project, step by step
to ada@northwindprint.example · Product updates
12:46 AM · Sent
Sun, Sep 6
- Note
Called back about the seat count; wants three
2:46 AM · Ben Okafor
Thu, Sep 3
- Account
Created an account
from google · cpc · /pricing
2:46 AM
- Form
Subscribed to Product updates
“Send me product updates.” · 203.0.113.9
1:46 AM
- Visit
Pageview /pricing
from google · cpc
12:46 AM
Connections
Other records linked to this one.
- Works at
- Northwind Print Organization
- Contact for
- Northwind Print · Studio plan Deal
Follow-ups
What to do next, who it is for, and when it is due.
- Send the three-seat quotedue Fri · Ben Okafor
- Call back about seatsdone 3 days ago by Ben Okafor
- Identities
- browser, email, account, customer ID
- First touch is kept
- even after a merge
- Export or delete
- everything about a person, on request
05 · Automations
Automations you can read.
Describe what should happen and Kicklace turns it into rules it runs on your stages, lists, and templates. Nothing runs until you turn it on.
How it was written
Type what you want and Kicklace writes the automation.
- YouWhen a deal sits in Proposal for three days with no reply, nudge the owner and send the follow-up template, but only to people on Product updates.
- KicklaceHere is the automation. It uses the stages, lists, and templates in this workspace. Test it against the last 30 days before you turn it on.
Replay, last 30 days
Nothing is sent. This is what would have happened.
| When | Deal | Outcome | Why |
|---|---|---|---|
| Aug 21 | Tessellate Tools · Renewal | Would send | Proposal follow-up |
| Aug 14 | Harbor Lights · 4 seats | Skipped | not subscribed to Product updates |
| Aug 9 | Copperline · Onboarding | Cancelled | stage changed to Won on day 2 |
Proposal went quiet
Active in a sample workspace.
- When, wait, only if, then
- every step uses your own stages, lists, and templates
- Preview
- test on the last 7 or 30 days without sending
- Opt-in only
- emails only go to subscribers of the list
Ready to try it with your own leads?
We are onboarding one company at a time.