Everything your
AI sales manager does.
Grouped by the three things it does for you, fills the CRM in, nudges your team, and coaches them, plus the foundation that makes it work anywhere. 24 capabilities.
It fills the CRM in for you.
A voice note, a business card, a web form or a company name, and the record writes itself, checked for duplicates, without a rep typing a form.
Voice notes
Record a voice note after a meeting and get a transcript, a summary, action items, pain points, competitors mentioned and a suggested next step with a due date. The language is detected automatically.
Leads, accounts and contacts
An unassigned pool, territory routing with five assignment strategies, and duplicate detection on every intake. Custom fields in 11 types, including fields that appear only when another field has a certain answer.
AI lead scoring
A grade, a win probability, the reasoning, strengths and risks, and two or three one-click "add this task" suggestions.
GPS visits
Clock in and out with GPS, check in at each customer visit, and replay a rep's day. Visit check-ins made with no signal are sent when signal returns. On the Business and Scale plans.
Web forms
Publish one form three ways: inline, a popup, or a hosted link. New leads auto-enrol into a nurture sequence and route to a rep the moment someone submits.
Business cards and company lookup
Photograph a business card and the contact fills itself in. Type a business name and the address fills in from a web search. Deep Enrich fills fields from the web, each with a confidence score.
It chases the work so nothing slips.
When a lead goes quiet, it is raised to the rep and then the manager, in the app and by email. It even drafts what to send.
AI draft assistant
A personalised email or message in the customer's language and your chosen tone, referencing the actual last conversation.
Pipeline management
A drag-and-drop board with several pipelines per workspace, so New Business and Renewals run side by side. Add, reorder and archive stages.
Tasks and follow-ups
Every promise becomes a tracked task. Your own statuses, priorities and types, plus checklists, watchers, recurrence, snooze and reminders. Stalled leads are raised in the app and by email.
Email and sequences
Multi-step sequences that stop themselves on a bounce, a complaint or an unsubscribe. Open and click statistics on sequences and drips. Replies to outreach land back on the timeline.
Proposals and approvals
Proposals over your threshold wait in an approval queue. A general approval workflow, with an inbox and per-role approvers, covers discounts, expenses, quotes and orders.
Background automations
One screen lists every background job you can switch on or off, with its own settings. Recommended automations, run history, and a weekly alert for closed-won customers who have gone quiet.
It keeps the team on track.
A risk screen, targets with attainment and pace, and reports you build yourself, so managers review instead of chase.
Reports and dashboards
Build a dashboard from 42 widgets. A custom report builder with no SQL, 10 standard reports, and any report as a branded PDF.
Deal forecasting
Close probability with reasoning, risks and a recommended next action, on any open deal. A pipeline forecast by rep, stage and expected close month.
Attendance checks
Clock in and out with GPS and a selfie. Fake-GPS punches are flagged, and check-ins can be face-verified; a mismatch never blocks the punch, it asks a human. In the Team module.
Roles and scope
An org chart from reporting lines. Custom roles work everywhere a built-in one does, and each role carries a data scope: own, team, or all.
No lock-in. No surprises. Ready everywhere.
Bring your own AI keys or switch AI off. Five interface languages, several businesses in one subscription, and an AI bill you can always see.
AI allowance or your own keys
A monthly AI allowance by plan, or bring your own Groq, Anthropic, OpenAI, OpenRouter or DeepSeek keys with no usage cap. One admin switch turns AI off entirely.
AI spend dashboard
Cost by task, provider and day, plus an error log. If one AI provider is down, the task routes to the next one instead of failing.
5 languages, right-to-left ready
The app in English, Hindi, Arabic, Spanish and Portuguese, chosen per person, with right-to-left layout for Arabic. 52 country presets and 11 tax regimes.
Ask in plain language
Ask the CRM a question, such as "deals over £40K not contacted in 30 days", and get a table of real rows back. Preset questions answer instantly without spending an AI call.
Several businesses, one subscription
Branches or sister companies share staff and one subscription; everything else belongs to the business it came from. Scale includes two workspaces; any plan can add more.
Your own sender
Send through AWS SES or any SMTP, verified by sending a real test email, with a different sending identity for each business.
Join with a code
Staff join with one 8-digit code from their manager, no password to invent. See every paired phone and revoke one.
Search everything
Global search across 17 record types, and results from a module you have not switched on never appear.
Pick a feature.
Or let the AI run all of them.
Try it for 14 days with every feature and module on. Real workspace, the AI working from day one.