The CRM that works
while you sell.
The complete CRM. And on top, AI agents keeping it up to date, under your approval.
The product actually running, live. Five more walkthroughs in the demo center.
The product,
in pictures.
As many pipelines as you have teams.
Configurable stages, drag-and-drop Kanban, running total per column.
The whole relationship, plus the AI summary.
Calls, notes, emails and meetings on one timeline. The AI reads the history and writes the recap.
Your filters, saved and shared.
Nested AND/OR filters over native and custom fields alike, saved in one click.
A trigger, some data, some actions.
You wire its sources, you tick what it may write. It acts strictly within that scope.
The whole business on one screen.
Open pipeline, weighted forecast, won this month, overdue tasks.
Every write goes
through your approval.
Human approval switches on agent by agent, and the permission that approves stays separate from the one that configures.
Human approval
A dedicated queue, with a configurable expiry.
Two permissions
Approving and configuring stay two distinct rights.
Every run is logged
Context read, response, actions applied, errors.
Billed on actual use. The agent calls the model only when it has data to process.
Agents in detailApproval queue
3 follow-up tasks
Stale deal nudges · 4 min ago
Ten agents,
installed in one click.
You start from an agent that works, then adjust it.
See the store Everything already
included.
AI agents are native and included in the price.
Quotes, forms, scheduling and files included.
Modular: your workspace shows exactly the apps you use.
Granular permissions, right down to API keys.
Two-factor authentication enforceable across the org.
Your CRM fills
itself in.
Show us your organisation and we'll show you the agents that would save you the most time in the first week.