Good morning 👋
Here is your selling day — follow-ups first, everything else after.
Open deals
In pipeline
Quotes out
Won this week
Today's follow-ups
Sample follow-ups for the demo.
Pipeline summary
New leads 5
Contacted 4
Quoted 4
Won this week 3
Latest note
“Sunrise Bakery — Maria loved the tile samples. Send the revised quote before Friday.”
Contacts
Every person you sell to — with their company, history and next follow-up. All of this is included in Solo.
All contacts
| Name | Company | Phone | Group | Next follow-up |
|---|
Fictional sample contacts for the demo.
Companies
The businesses behind your contacts — lead type, lead source and background, just like you track them today.
All companies
| Company | Main contact | Lead type | Lead source | Phone | Website |
|---|
Fictional sample companies for the demo.
Logged emails
Emails logged against your contacts and companies — the written history of every deal.
Recent logged emails
| Date | From | To | Subject | Contact |
|---|---|---|---|---|
| Today 9:41 AM | You | [email protected] | Revised flooring quote for Sunrise Bakery | Maria Rodriguez |
| Yesterday | [email protected] | You | Re: Re-roof timeline | James Turner |
| Monday | You | [email protected] | Welcome — next steps for Kim Interiors | Dana Kim |
| Friday | You | [email protected] | Spring contract renewal terms | Anna Lee |
Fictional sample emails for the demo.
Pipelines
Unlimited pipelines with your own stages — included in Solo. Drag-free demo board:
Sales Lead pipeline
New
Kim Interiors — first call today
Haddad Solar — panel install lead
Contacted
Sunrise Bakery — quote follow-up
Lee Landscaping — spring contract
Quoted
Turner Roofing — re-roof quote out
Novak Plumbing — referral partner
Won
Marino Travel — group booking
Carter Consulting — retainer
Customer Order pipeline
Stages: In production → Finished → Quality check → Ready for shipping → Shipping → Delivered. No orders in the demo right now.
Calendar
Calls, visits and deadlines — your selling week at a glance.
This month
Sample events: quote follow-up (10th), site visit (14th), team call (21st).
Tasks
Small things, done on time, win big work.
Messages
Slack-style team messaging and project steps, right inside your CRM — a Team Winnerizer addition.
Messaging arrives with Team
Solo includes the complete CRM — contacts, companies, pipelines, tasks, calendar, notes, custom fields, import & export. Internal messaging and project planning are the one addition in Team Winnerizer ($29.99/user/month, up to 100 members). You can switch the demo plan in Settings → Plan & Billing to preview it here.
Channels
Direct
Channels
Team conversations organized by topic — Slack-style, right inside your CRM. A Team Winnerizer addition.
Channels arrive with Team
Solo includes the complete CRM — contacts, companies, pipelines, tasks, calendar, notes, custom fields, import & export. Channels, huddles, files and saved items are part of the messaging workspace in Team Winnerizer ($29.99/user/month, up to 100 members). You can switch the demo plan in Settings → Plan & Billing to preview them here.
Your channels
Everyday team chat and quick questions.
Wins, quotes and pipeline talk.
Company-wide news from the owner.
The water cooler — wins, photos and Friday plans.
Design preview — the messaging workspace arrives with the live app. The live demo chat already works under Messages.
Huddles
Quick voice and video calls with your team, started from any channel. A Team Winnerizer addition.
Huddles arrive with Team
Huddles are part of the messaging workspace in Team Winnerizer ($29.99/user/month, up to 100 members) — one click from a channel to a live call about the deal on screen. You can switch the demo plan in Settings → Plan & Billing to preview them here.
Start a huddle
Voice or video with the sales channel — no links, no scheduling.
Pull the team into a call with the pipeline card on screen.
Design preview — huddles arrive with the live app.
Files
Quotes, photos and documents shared with your team — kept next to the deals they belong to. A Team Winnerizer addition.
Files arrive with Team
Shared team files are part of the messaging workspace in Team Winnerizer ($29.99/user/month, up to 100 members). You can switch the demo plan in Settings → Plan & Billing to preview them here.
Shared files
Shared by Ben Carter in # sales · 2 days ago
Shared by Sofia Marino in # general · last week
Shared by you in # announcements · last month
Design preview — team files arrive with the live app.
Saved
Messages and files you bookmarked for later — your personal shortlist. A Team Winnerizer addition.
Saved items arrive with Team
Saving messages for later is part of the messaging workspace in Team Winnerizer ($29.99/user/month, up to 100 members). You can switch the demo plan in Settings → Plan & Billing to preview it here.
Your saved items
“Tile delivery confirmed for Thursday morning.”
Saved from Files · review before Friday's call.
Design preview — saved items arrive with the live app.
AI Agent
A custom AI agent for your firm — the Firm Winnerizer addition.
The AI Agent arrives with Firm
Everything in Team, plus a custom AI agent built for your firm — it drafts follow-ups, summarizes client history and prepares call lists for your approval. That is the one addition in Firm Winnerizer (custom pricing). You can switch the demo plan in Settings → Plan & Billing to preview it here.
AI Agent INACTIVE
AI Agent — inactive in this layout preview.
Your Firm plan includes the agent. Its Muse connection already lives in Settings → Integrations — this workspace home for it activates with the live app.
Settings
Your profile, workspace, team, plan and everything else — modeled on the simple patterns of Less Annoying CRM and Slack.
Your profile
Placeholder — photo upload arrives with the live account.
Workspace
Team & members
| Member | Role |
|---|
Pending invites
No pending invites.
Plan & billing
Current plan (demo — switch freely to preview each plan's additions):
What each plan adds
| Solo | Team | Firm | |
|---|---|---|---|
| Complete CRM (contacts, companies, pipelines, tasks, calendar, notes, custom fields, import & export) | ✓ | ✓ | ✓ |
| Internal messaging | — | ✓ | ✓ |
| Project planning & steps | — | ✓ | ✓ |
| Custom AI agent | — | — | ✓ |
| Members | 1 | Up to 100 | Custom |
Billing details
Saved for the demo.
Invoices
No invoices yet — your first invoice appears after the 2-week free trial if you keep the plan.
Custom fields
Shape Winnerizer around how you work. Custom fields are included in Solo — the lists below mirror a typical contact & company setup.
Contact fields
| Field | Type |
|---|
Company fields
| Field | Type |
|---|
Pipelines
Unlimited pipelines with custom stages are included in Solo.
Groups
Group contacts and companies to work them as a segment — call lists, campaigns, seasonal follow-ups.
Import your data
Importing is included in Solo — bring your people over and start from your real client list.
Contacts & companies with names, phones, emails, addresses and your custom fields.
In Less Annoying CRM: Settings → Export data → download contacts & companies, notes, tasks, calendar and pipelines. Then drop those files here — Winnerizer maps the fields, groups and pipeline stages for you.
Demo: in the live account this opens the step-by-step importer. Your exported files never pass through the public website.
Export your data
Your data is yours. Export any time, in open formats.
Demo: in the live account your export file downloads here.
Export contacts
Export your contacts on their own — with their files, if you want them. In Winnerizer, attachments live on the record itself, so they export with it.
With attachments on, the export is a ZIP: the contacts file plus an attachments folder holding the original files, and a manifest that maps every file to its record. Winnerizer exports include your files — nothing is left behind.
Your storage
Storage covers the files and attachments on your records. Reaching the limit pauses new uploads only — your records, and every export, always stay available.
128 MB of 1 GB used · Solo Winnerizer plan limit
Need more space?
Add storage on top of your plan without changing it — or move up a plan for a higher included limit.
Storage add-on — billing arrives with Stripe. In this demo nothing is charged and no quota is enforced yet.
Integrations
Two-way sync for follow-ups, visits and events.
Built into Team Winnerizer — channels and project steps inside your CRM, no separate Slack workspace needed.
Connected (demo) — drafts follow-ups, summarizes client history and prepares call lists for your approval.
Verification and notification emails sent from your own domain.
Toggles are demo state only — no real connections are made from this page.
Notifications
A morning nudge with today's follow-ups.
When a task is due or overdue.
Email when a teammate assigns you a lead (Team).
Your pipeline week in one email, Mondays.
Push notifications in the iPhone & iPad app.
Preferences saved for the demo.
Security
Winnerizer is passwordless by default. You sign in with a 6-digit code emailed to you — that code is also your second factor: someone needs both your email account and the fresh code, which expires in 10 minutes and works once. If you prefer, you can also set an account password below as an extra way to sign in.
Sign-in email
Your sign-in codes go to your email.
Connected sign-in methods
Link another account as an extra way to sign in. Your email code stays the primary method — a connected account is simply another door into the same Winnerizer account, and you can also set an account password below. Demo: connections are remembered only in this browser; live connections arrive with the Winnerizer backend.
Not connected
Not connected
Not connected
Not connected
Not connected
Not connected
Not connected
Account password (optional)
Winnerizer is passwordless by default. If you prefer, set a password as an extra way to sign in — the email code always keeps working too. In this demo only a salted SHA-256 hash of your password is stored in this browser, never the password itself.
Password sign-in: ON You can now sign in with your email + password — or keep using the email code.
If you lose access to your email, contact us through the website form and verify your identity — we restore access to your workspace, never to a stranger. Keep your email account itself protected; it is the key to Winnerizer.
Active sessions
| Device | Location | Last active |
|---|---|---|
| MacBook Pro · Browser | This device | Now |
| iPhone · Winnerizer app | Same account | 2 hours ago |
| iPad · Winnerizer app | Same account | Yesterday |
In the demo, “sign out everywhere” simply returns you to the log-in page.
Danger Zone
Download everything in this workspace before making changes.
Permanently deletes the workspace, its contacts, pipelines and history. This cannot be undone.