Accounts
Search, filter, segment, and open rich customer profiles.
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.
How pipeline & CRM works
Every conversation updates the customer record. Every stage change can trigger an agent. No more copying chat logs into spreadsheets.
- Capture Visitors, inbound chats, and campaign replies become contacts automatically.
- Qualify AI or humans move deals through stages you define per project.
- Automate Attach agents to stages for follow-ups, reminders, and document requests.
- Close & retain Activity timelines show every touchpoint from first visit to renewal.
CRM workflows that run themselves
Stage-based automation your ops team configures once.
New enquiry → qualified
AI asks qualifying questions on WhatsApp. When budget and timeline match, deal moves to Qualified and owner gets notified.
Site visit booked
Appointment lands on the contact record. Reminder drip fires 24h before. No-show triggers same-day rebooking offer.
Stalled deal recovery
Deals idle 7+ days enter a nurture drip. Agent sends a personalized check-in; human jumps in when customer replies.
CRM powered by the full platform
Pipeline is the system of record — inbox, campaigns, and agents feed it.
Omnichannel inbox
Reply from any channel; activity logs on the contact automatically.
Explore inbox →Stage agents
Agents triggered when deals enter, exit, or stall in a stage.
Explore AI agents →Segment campaigns
Target CRM segments for launches, win-backs, and renewals.
Explore campaigns →Real estate
Buyer qualification, site visits, and launch campaigns out of the box.
See real estate →Ready to unify your pipeline with every conversation?
Create a free workspace — CRM, inbox, and AI agents share one customer record.
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