Your entire sales process.

Manage every contact, company, and deal in one place. Drag-and-drop pipeline boards, lead scoring, custom fields, and territory management.

Two-way Gmail / Outlook sync, open & click tracking, audience segmentation, and drip sequences. Every conversation auto-linked to the contact.

Public booking pages with timezone-aware availability. Auto-creates Google Meet links, syncs to Gmail and Outlook calendars.

Send quotes that look like documents, with line items, custom branding, and e-sign acceptance. Convert to invoice in one click.

Built-in team chat that lives alongside your CRM data. Channels, DMs, threaded replies, and file sharing, all in one place.

Visual workflow builder with triggers, conditions, branches, and actions. Auto-assign leads, send follow-ups, escalate stale deals.

A service inbox that opens on the same customer record as the deal. Prioritized queues, response and resolution SLA targets, macros, and an AI that drafts the reply for your approval.

An internal answer library your team writes inside the CRM. Slash-and-block authoring, a verification trust layer, content health, search, and "Was this helpful?" feedback per article.

Real-time dashboards, forecast vs actual, conversion funnel, team performance, campaign ROI. Schedule reports via email.

Six built-in agents: sales, outreach, data steward, receivables, customer success, and inbox review. Approve every action. Audit trail on every move. Never trains on your data.