Funnel-up

Turn CRM deals into a visual action funnel: connect 8 major CRMs, call or email prospects, log notes, update stages and copy outreach prompts.

Funnel Up is an interactive CRM companion for people who need to keep sales moving from their iPhone.

Instead of opening a CRM, finding the right table, checking stale records, opening a contact, making a call, then going back later to update the deal, Funnel Up gives you one focused mobile workspace for daily outreach.

Connect your CRM, sync your open deals or opportunities, and work from a visual funnel where every deal becomes a marble. Tap a marble to open the prospect card, call or email the contact, copy a conversation starter prompt, log what happened, and update the stage back in your CRM.

Funnel Up supports 8 CRM providers:

• HubSpot • Pipedrive • Attio • ActiveCampaign • Freshsales • Folk • Close • Copper

What Funnel Up can do:

• Sync open deals, opportunities or leads from supported CRM accounts • Show deals as tactile marbles in a six-stage visual funnel • Adapt funnel stage labels from your connected CRM • Combine selected accounts so multiple CRMs can be viewed from one mobile workspace • Show deal value, company, contact details, last touch, next action and CRM context • Filter your pipeline by All, Overdue and Hot opportunities • Customize hot and overdue timing thresholds • Refresh manually or let the app refresh when it becomes active • Keep the latest successful sync available on-device for offline viewing • Open the original CRM record when you need the full source of truth • Store CRM credentials locally using Apple Keychain where available

Outreach actions:

• Open a prospect card from any marble • Start a phone call when the CRM record includes a phone number • Start an email when the CRM record includes an email address • Jump directly back to the matching CRM record • Copy a conversation starter prompt based on the company's website • Use the prompt to research recent, company-specific developments before outreach

Fast follow-up after a call or email:

• After using a call or email shortcut, Funnel Up asks whether you want to log the activity • Choose whether the activity was a phone call or email • Write a short note about what was discussed • Move the deal to a new stage in the same flow • Save the note and stage update back to the connected CRM • Re-sync the deal so your funnel reflects the latest CRM state

Stage updates:

• Drag a marble to another funnel stage to update the deal stage in your CRM • Update the stage while logging a call or email • Keep your CRM as the source of truth while using Funnel Up as the faster daily action layer

Funnel-up Pro:

• Create new deals from the app • Edit CRM deal details from the prospect card • Add custom CRM notes • View recent CRM note history • Choose a weekly, monthly or yearly auto-renewing subscription • Restore purchases or manage your subscription from Settings

Conversation starter prompts:

Funnel Up helps reduce the blank-page friction before outreach. When a CRM record includes a company website, the prospect card can copy a focused prompt that asks an AI assistant to research that exact company, prioritize recent company-owned sources and external news, avoid confusing similarly named companies, and generate concise outreach starters.

This makes it easier to send a relevant first message without manually opening a CRM record, searching the web, checking the company site, and writing from scratch.

Who Funnel Up is for:

Funnel Up is built for founders, consultants, freelancers, agencies and sales teams who already use a CRM, but want a calmer and faster way to decide who to contact next, take action, and record what happened.

Your CRM remains the source of truth. Funnel Up gives you the focused mobile surface for outreach, follow-up, stage updates and daily pipeline momentum.

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