Every surface you need to run a customer business.
Contacts, sales, support, email, invoicing, automation, and AI — one inventory, one workspace, one bill.
Every customer, on one timeline.
A single record per contact, linked to every deal, ticket, email, and invoice they've touched.
Prospect → Lead → Customer → Churned.
0–100 based on engagement, with explainers.
A 2–4 sentence narrative of the relationship.
Smart merge suggestions, never destructive.
Slice your audience any way you want.
Field mapping + enrichment suggestions.
Close more, guess less.
Configurable pipelines with AI health scoring and forecasts that tell you where the quarter is actually heading.
Unlimited pipelines, custom stages.
AI-flagged risk factors per deal.
Updated on every activity.
Optimistic / realistic / pessimistic.
Suggested moves per deal.
Catalog with taxes and discounts.
A helpdesk that knows the customer.
Every ticket inherits the context of the contact, deal, and revenue attached to it.
Status, priority, assignments, attachments.
Auto-escalation on breach.
Customers check status without signing up.
Tags, priority, sentiment.
Tone-customizable drafts.
Mentions, tags, bulk operations.
Campaigns, finally on one stack.
Build, segment, send, and measure without bouncing between five tools.
Personalization tags, template library.
Groups, tags, custom filters.
5 options, ranked by best practices.
Auto-pick the winner.
Pause, resume, or re-queue.
Plus unsubscribe tracking.
Invoices that chase themselves.
Send, track, and recover — with AI-drafted follow-ups in the right tone at the right time.
Line items, taxes, multi-currency.
Branded, on your domain.
Draft → Sent → Partial → Paid → Overdue.
Predicted payment date per invoice.
Friendly, professional, firm, or urgent.
Revenue outlook by period.
Your playbooks, on rails.
Visual no-code workflows with branching logic, human approval gates, and dry-run testing.
Nodes, branches, conditions.
Record change, form submit, schedule, manual.
Tasks, emails, tags, webhooks, AI, approvals.
Pause on sensitive steps.
See exactly what'll happen first.
Success rates, retries, pause/resume.
AI that executes, not just chats.
Natural language in, multi-step actions out — with full auditability and the provider of your choice.
Explore AI page →Describe what you want, the agent plans it.
Watch every step land in real time.
Only acts within the user's scope.
Every AI action, forever.
OpenAI, Claude, Gemini, or Ollama.
Swap provider in settings, no re-config.
Built for teams that move together.
Roles, permissions, mentions, and a complete audit log — so the whole team stays in sync without stepping on each other.
Multi-workspace with strict data isolation.
Role on invite — no setup steps.
Owner, admin, member, custom.
Thread discussions on any record.
Built to plug into what you already run.
A proper API, webhooks, social login, and 30+ languages out of the box.
Personal access tokens, granular rate limits.
Outbound events for every entity.
Google, GitHub, Microsoft, LinkedIn.
Out of the box, no extra SKU.
Documents, images, attachments.
Works end-to-end on phones.
See the whole thing in action.
14-day free trial. No card. Your first workflow running in under an hour.