Manage Your Team& Client Relationships
Build stronger connections with a CRM that manages both internal contacts
and external relationships with AI-powered capabilities.
Smarter. Faster. Better.
Your clever CRM Agent
Build Relationships
Connect with teams and clients
Agentic
Automate your pipelines
Win More Deals
Track opportunities seamlessly
Analytics
Insights into relationship health
Streamlined Communication
Email, schedule follow-ups, and manage deals directly from your contact list. AI-powered templates, automated sequences, and intelligent timing recommendations help you stay connected with prospects and close more deals faster.
Integrated Email
Send personalized emails directly from contact profiles with AI-powered templates, automatic tracking, and conversation threading.
Smart Follow-ups
Schedule and automate follow-up sequences based on contact behavior, preferences, and deal stage with intelligent timing recommendations.
Deal Management
Create, track, and manage deals directly from contact profiles with contextual information and streamlined deal progression.
Sync Your Contacts
Effortlessly add members of your organization to your contact list, consolidating them with your client list for one cohesive view.
Luna Martinez
org:design
"Excited about the new design system implementation. Looking forward to collaborating on the Q3 roadmap."
Custom Tags & Labels
Create and assign custom tags for industry, interests, or any classification that matters to you.
Smart Lists
Organize contacts into lists based on custom criteria for targeted outreach and personalized communication.
Notes and Preferences
Add specific notes and preferences to your contacts for personalized communication.
Customer Relations
342 active customers
Sales Pipeline
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Manage Contacts and Build Stronger Client Relationships
Manage your internal contacts and entire customer lifecycle from lead generation to deal closure. Get detailed metrics on your pipeline and insights to help you identify opportunities, and optimize your sales process for maximum revenue.
Manage Your Pipeline
Track and optimize every stage of your client outreach process from contacted to closed with detailed stage management, conversion tracking, and automated progression.
Lead Management
Capture, qualify, and nurture leads with intelligent scoring and automated workflows.
Pipeline Analytics
Track everything from conversion rates, sales cycle length, pipeline velocity to deal health.
Deal Tracking
Visual pipeline management with predictive analytics and automated reminders.
Measure & Improve
Advanced Analytics
CRM Analytics Dashboard
Activity Summary
Top Performers
Data-Driven Insights
Comprehensive analytics from conversion rates to activity summaries. Track performance metrics, identify trends, and optimize your sales process with actionable insights that drive revenue growth.
Conversion Analytics
Track conversion rates at every stage of your pipeline. Identify bottlenecks and optimize your sales process for maximum efficiency.
Activity Summaries
Comprehensive activity tracking with team performance metrics. Monitor emails, calls, meetings, and follow-ups across your sales team.
Performance Insights
Advanced performance analytics with trend analysis and forecasting. Get actionable insights to improve team productivity and revenue growth.
Integrated communication hub
All your relationship communications in one place - emails, calls, meetings, and notes automatically linked to contacts and opportunities.
Email Integration
Sync emails automatically with contact records, track opens and clicks, and use AI templates for personalized outreach.
Call Management
Built-in calling with automatic call logging, recording, and AI-powered conversation summaries and action items.
Meeting Coordination
Schedule meetings across time zones, send automated reminders, and capture meeting notes that sync with contact records.
Relationship Health
Complete relationship lifecycle management
From first contact to long-term partnership
Lead Management
Capture, qualify, and nurture leads with intelligent scoring and automated workflows that maximize conversion rates.
- Multi-channel lead capture
- AI-powered lead scoring
- Automated qualification
- Nurture campaigns
Deal Tracking
Visual pipeline management with predictive analytics and automated reminders to keep deals moving forward.
- Visual pipeline stages
- Revenue forecasting
- Win/loss analysis
- Deal health scoring
Analytics & Insights
Deep insights into relationship patterns, sales performance, and opportunities for improvement across teams and clients.
- Performance dashboards
- Relationship mapping
- Predictive analytics
- Custom reporting
Strengthen every relationship that matters
Join teams building stronger internal culture and external client relationships