Every customer,
one workspace.
Leads, pipeline, quotations, invoices and support on one record, with AI that reads the context.
From first hello to the next renewal.
Each stage hands the next one a complete record, so nobody starts from a blank page.
Capture
Web forms, campaigns, chat and imports land in one scored queue, routed to the right owner and never duplicated.
Close
Move deals across your own stages. Cards flag inactivity before a quarter slips, and quotes go out for approval in one step.
Bill
Orders become invoices. Payments, credit notes and aging stay on the customer who owes them.
Support
Tickets carry SLA clocks and the full customer history, so the first reply is already informed.
Grow
Assets, renewals and recurring contracts raise the next conversation before the customer has to ask.
Built in, not bolted on.
An assistant that can see the record.
Ask about a deal or the whole pipeline. Answers cite your data and knowledge base, and risky actions wait for your confirmation.
Calls and recordings
Log a call, attach the recording, play it back on the customer record.
WhatsApp, in context
Conversations and approved templates beside the lead they belong to.
Workflows that enforce the process
Assign, notify, escalate and route approvals the moment a record changes.
Reports you build yourself
Standard reports, a builder for the rest, and dashboards per team.
Every team works from the same record.
More time on the conversation.
Leads, deals and activities in one place, so the next step is always obvious.
- Pipeline board with weighted value
- Quotes with built-in approval
- Forecast against your own targets
Roles and data scope
Permissions per role, and a scope from own records up to the whole organization.
Record sharing
Share one account or deal with a person, team or role, read-only or editable.
Audit trail
Who changed what, when, and the value before. Deleted records stay recoverable.
Two-factor sign-in
TOTP two-factor and session revocation, with a policy that can require it.