Close More Deals with Less Effort
Track every lead, manage your pipeline, and let AI score opportunities — all without switching tools.
Pipeline Management
Visualize your entire sales pipeline on a Kanban board. Drag deals between stages with automatic guard rails. See value-weighted forecasts at a glance.
Pipeline Management
Lead Scoring with AI
The built-in Lead Scorer agent analyzes company size, engagement signals, and fit criteria to rank leads automatically. Focus your energy where it matters.
Lead Scoring with AI
Activity Timeline
Every email, call, note, and status change is logged automatically. Never lose context on a deal again.
Activity Timeline
Quotes to Cash
Create estimates, convert accepted quotes to invoices, track payments, and set up recurring billing — one seamless flow.
Quotes to Cash
What You Get Out of the Box
Pre-configured entities and processes tailored for sales crm. Customize everything to fit your exact needs.
Entities
Processes
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