Solutions / Sales & CRM
Sales and CRM that keep themselves up to date.
Pipelines, contacts, and customer service that your agent maintains, so nothing slips and follow-ups happen on time.
Ask in plain language.
The agent reads the context, does the work, and reports back. You stay in your flow.
- Move the Acme deal to negotiation and book a follow-up for Thursday.
- Summarise every open deal and what needs me this week.
- Log that call and create the follow-up tasks.
Every deal on one board, always current. Your agent moves the stages and books the follow-ups so nothing slips.
What is included
Built-in modules you can extend from the marketplace. Your agent can use each the moment it lands.
Deals pipeline
Contacts
Customer service
AI voice dialer
Client portal
Group accounts
Related guides
See it done, step by step, then let your agent run it.
Put sales & crm on autopilot.
Launch a workspace and connect your agent. Pay only for what it does.