AI agents Your agents read the CRM, write the summaries and create the tasks. Every write goes through your approval. See how
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The CRM

The basics, done
properly.

Contacts, companies, deals and tasks on a single timeline. As many pipelines as you have teams, and a filter engine that reaches into your custom fields.

The CRM
Live

Play the demo

Pipeline

As many pipelines as you have teams.

Configurable stages with their probability, drag-and-drop Kanban, running total per column.

Multiple pipelinesProbability per stageWon / lost triggersList or Kanban view
As many pipelines as you have teams.
Contact record

The whole relationship, plus the AI summary.

Calls, notes, emails and meetings in one place. The summary button has the AI read the history, and the write-up is kept.

Unified timelineStored AI summaryLinked tasks and dealsAttached company
The whole relationship, plus the AI summary.
Views

Your filters, saved and shared.

Chosen columns, sorting, nested AND/OR filters. You save the view and share it with the team.

Saved viewsAND / OR groupsCustom fields, 7 typesStreaming CSV export
Your filters, saved and shared.
Segments

Dynamic or frozen, your call.

A dynamic segment re-evaluates continuously; a static one freezes the list. On contacts, companies and deals.

Re-evaluated rulesFrozen listsShared across the teamUsable by agents
Dynamic or frozen, your call.
Dashboard

The whole business on one screen.

Open pipeline, weighted forecast, won this month, conversion rate, overdue tasks.

Pipeline by stageTeam leaderboardContact sourcesRecent activity
The whole business on one screen.
The CRM

And also.

The objects

  • Contacts and lifecycle
  • Companies and domains
  • Multi-currency deals
  • Tasks with time tracking
  • Cross-object tags

Customisation

  • Text, number, date
  • Single or multi select
  • Boolean, URL
  • Display order on records
  • Configurable by you

Bulk work

  • Multi-select
  • Change owner
  • Bulk tagging
  • Bulk delete
  • Global search

See it on
your own data.

We run the same walkthrough with your organisation, your contacts and your deals.

Book a demo Replay the demo