Pipeline
Round robin for new leads
New deals from forms, Calendly and inbound email can now be shared out between reps in turn.
Pick the reps in the rotation and Thatcher gives each new lead to the next one in line, skipping anyone marked away.
You can weight the rotation, so a new rep gets one lead for every two the others get.
Bring your pipeline. We will move it over for you.
Send us a CSV or connect HubSpot, Pipedrive or Salesforce. Your deals, contacts, notes and emails arrive the same day, and your team runs its first Monday review in Thatcher.
14 days free. No card needed.