CRM, marketing, billing, scheduling, and support: all 22 tools share one database. Six AI agents draft the work and wait for your approval.
Not a chatbot. An AI co-pilot with 25 actions you can ask for, from searching and drafting to researching, creating, and updating. It even handles your setup: it talks you through your first run and drafts your pipeline and imports. You approve. It executes.
Each agent owns one slice of the work. They run on the same database, see the same audit trail, and route every action through your approval queue.
Drafted at 10pm, queued at midnight, ready for your morning review. Approve, edit, or reject. Every action audit-logged.
Overnight queue
triaged your inbox, drafted two reply options per thread
merged 7 duplicate company records
flagged 3 at-risk accounts for a check-in
Manage every contact, company, and deal in one place. Drag-and-drop pipeline boards, lead scoring, custom fields, and territory management.
Manage every contact, company, and deal in one place. Drag-and-drop pipeline boards, lead scoring, custom fields, and territory management.
Two-way Gmail / Outlook sync, open & click tracking, audience segmentation, and drip sequences. Every conversation auto-linked to the contact.
Public booking pages with timezone-aware availability. Auto-creates Google Meet links, syncs to Gmail and Outlook calendars.
Send quotes that look like documents, with line items, custom branding, and e-sign acceptance. Convert to invoice in one click.
Built-in team chat that lives alongside your CRM data. Channels, DMs, threaded replies, and file sharing, all in one place.
Visual workflow builder with triggers, conditions, branches, and actions. Auto-assign leads, send follow-ups, escalate stale deals.
A service inbox that opens on the same customer record as the deal. Prioritized queues, response and resolution SLA targets, macros, and an AI that drafts the reply for your approval.
An internal answer library your team writes inside the CRM. Slash-and-block authoring, a verification trust layer, content health, search, and "Was this helpful?" feedback per article.
Real-time dashboards, forecast vs actual, conversion funnel, team performance, campaign ROI. Schedule reports via email.
Six built-in agents: sales, outreach, data steward, receivables, customer success, and inbox review. Approve every action. Audit trail on every move. Never trains on your data.
An Ultra-only module for 1:1 cold outbound: dedicated sending mailboxes, follow-up sequences, and deliverability infrastructure that does the careful part.
Send from up to 5 separate mailboxes you connect, so your primary domain never takes the risk.
Cold replies show up in your existing inbox under a Cold filter. No second app to check.
New mailboxes ramp up slowly, with enforced daily caps and natural send jitter.
One suppression list covers warm and cold, and a mailbox over 2% bounce pauses itself.
Time the agents take off your team’s plate, and the pricing posture you can actually budget against.
72%
Rep time spent on non-selling work
6h
Hours / week lost to manual CRM logging
5h
Hours / week lost to drafting and chasing email
4h
Hours / week on data entry and field updates
No contact-based billing. No onboarding or surprise fees. Cancel any plan at any time, no penalties.
1 user
billed annually
14-day trial for $2.99, credited to your first month. Set up in under 5 minutes.