The AI CRM that works the pipeline for you.
Capture every lead, qualify with AI, and let autonomous agents follow up, book meetings and flag at-risk deals — so your reps spend time selling, not updating fields.
Everything a modern sales team needs
A complete CRM with AI woven through every step — from the first inbound lead to a signed proposal.
3-step lead capture
A guided wizard captures leads with dynamic, industry-aware fields, dedupe detection and instant AI scoring.
Autonomous SDR agents
AI agents research, qualify, draft the first outreach and follow up on a cadence — with human-in-the-loop approvals.
Drag-and-drop pipeline
A visual board with weighted forecasting, deal intelligence and idle-deal alerts so nothing goes stale.
Live-call copilot
Real-time talking points during calls, plus AI post-call summaries, action items and CRM updates.
Quotes & proposals
Build branded proposals with line items, send them for e-acceptance and track opens — right from the deal.
Calendar & invites
Book meetings and send real calendar invites (Teams, Outlook, Google, Apple) without leaving the record.
How CRM works
From first touch to closed outcome — here's the flow.
Capture
Leads flow in from web forms, imports and integrations — each scored and de-duplicated automatically.
Qualify
AI enriches and qualifies the lead against your ICP, then routes it to the right owner.
Engage
SDR and follow-up agents draft outreach, book meetings and keep the conversation moving.
Close
Send a proposal, get e-acceptance, and the won deal flows straight into Accounts as an invoice.
Built for how your industry sells
Lead fields, pipeline stages and AI agents adapt to your industry out of the box — and admins can tailor every field, stage and rule for the whole workspace.
- ✓ Admin-controlled custom fields
- ✓ Configurable pipeline stages
- ✓ Role-based access (RBAC)
- ✓ Per-workspace AI agent flows
AI that actually moves deals
Scoring, next-best-action, follow-up drafting and deal-risk detection run continuously in the background — not as a bolted-on chatbot.
- ✓ AI lead scoring 0–100
- ✓ Deal-risk & idle-deal alerts
- ✓ One-click follow-up drafts
- ✓ Post-call summaries & coaching
Frequently asked
Can I import my existing contacts and deals?
Yes — bring in leads and accounts via CSV, and export anytime. Your data is always yours.
Does the AI send emails without me?
Only if you want it to. Every AI action supports human-in-the-loop approval, so you stay in control.
Is my data secure?
Data is encrypted, access is role-based, and each sign-in is session-based. See our Security page for details.
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