CRM your team will actually use
Customers, leads, jobs and deals in a clean pipeline set up around your business.
THE WORKFLOW TOOL WE USE AND OFFER
Meet Yonder.
The CRM and workflow tool where your customers, team, tools and AI live together. We give you access, set it up and onboard your team.
One place. All connected.
the Yonder wayOne timeline per client
Every call, email, meeting and note together. Nothing gets lost between tools.
Sidekick, your AI teammate
It asks before it acts. Use OpenAI, Claude or Gemini, or let YONDER+ pick.
Work that runs itself
Morning briefs, meeting prep, weekly reviews and stale-deal nudges. Follow-ups drafted for your approval.
Built for teams
Roles and a simple view of each person’s work, with chat beside every deal.
Switch in minutes
We move data from HubSpot, Pipedrive, monday.com, ClickUp, Asana, Trello, Notion and Airtable, with undo.
Connects to 80+ tools you already use
Emails, bookings, payments, forms and calls flow into Yonder automatically.
How it runs
From first contact to done, in one place.
The Yonder workflow1
A lead comes in
From your website, a call, an email or a booking, it lands in Yonder automatically.
yonder✦WorkspaceY
New
New leadFirst conversation
In progress
Done
New lead added to Yonder
2
Sidekick suggests the next step
It drafts a follow-up and flags what matters today.
yonder✦WorkspaceY
New
New leadFirst conversation
In progress
Done
Draft a follow-up for my last meeting
DRAFT · READY FOR REVIEW
Thanks for meeting with us. Shall we agree on the next step?
3
You approve, it sends
Nothing goes out without your OK.
yonder✦WorkspaceY
New
New leadFirst conversation
In progress
Done
FOLLOW-UP READY
Reviewed by you. Sent by Sidekick.
4
Your team gets to work
Jobs and deals move through your pipeline, with chat beside each one.
yonder✦WorkspaceY
New
In progress
New leadFirst conversationTeam update
Done
Deal chat
Ready for the next step.
We're on it.
5
You stay ahead
A morning brief, meeting prep and a weekly review arrive on schedule.
yonder✦WorkspaceY
New
In progress
Done
New leadFirst conversationTeam update
Sidekick · Your morning brief
Your next steps, meeting prep and pipeline review.
You're up to dateyonder✦WorkspaceY
New
New leadFirst conversation
In progress
Done
New lead added to Yonder
Your onboarding
we handle itCall & plan
Access & setup
Data moved & tools connected
Team onboarding on the workflow & Sidekick
Sold separately from ad management. Ask about a free 30-day trial.
[ YOUR NEXT CHAPTER ]
Ready to scale?
Book a free 15-minute call with Gavin, our Head of Calls.
Get in touch