Accounts
Search, filter, segment, and open rich customer profiles.
Pipeline & CRM
From first visit to closed deal — one customer record
Configure pipeline stages, run deals on kanban boards, and trigger AI agents when opportunities move. Your CRM, inbox, and campaigns share the same context.
- Custom deal stages
- Kanban & table deals
- Agent automation
CRM built for revenue teams
Track contacts, deals, visitors, and appointments in one hub — with activity timelines and permissions your ops team can trust.
Pipeline stages & automation
Define stages per project and attach AI agents that engage when a deal enters each stage.
Deals on kanban or table
Every opportunity tied to a contact — value, owner, stage, and full conversation history.
Visitors to leads
See anonymous and identified web visitors before they become contacts in your CRM.
Everything in Customers
Modules your sales, support, and ops teams use every day.
Appointments
Scheduled meetings and public booking pages linked to contacts.
Import contacts
Bulk CSV import to launch campaigns and workflows fast.
Activity feed
Messages, stage changes, notes, and system events in one timeline.
Role-based access
Per-module permissions for visitors, deals, pipeline, and appointments.
Project scoping
Separate pipelines and CRM data per workspace project.
Ready to unify your pipeline with every conversation?
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