CRM foundation
Maintain contacts, companies/accounts, leads, deals, pipelines, activities and relationship context; bulk operations, import/export, field mapping and record health.
A shared customer record and pipeline that downstream work can use.
Capabilities
A connected system for the work around your customers.
Start with the job your team needs to do. Shared records, specialized AI and industry workspaces keep the context connected.
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Customer records & decisions
Pipeline and sales management
Deal stages, forecasts, goals, quotas, territories, sales teams, lead queues, lifecycle and pipeline velocity views.
Prioritized work and a manager view of pipeline movement.
Data quality and customization
Deduplication and merge review, archive/recycle workflows, CRM health, custom fields, custom objects and data tables.
Cleaner records and a workspace that matches the business vocabulary.
Reporting and revenue intelligence
CRM reports, custom report builder, scheduled reports, attribution, predictive views, anomalies, deal intelligence and next-best-action surfaces.
Decision support from shared sales, marketing and activity information.
Commercial lifecycle
Products/services catalog, proposals, contracts, invoices, subscriptions and projects are represented in product pages.
Commercial records connected to the selling process.
Collaboration and knowledge
Team/global chat, documents, public document sharing, team activity, knowledge base, prompt library, objection library and GTM memory settings.
Shared context and reusable guidance for people and agents.
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Research, outreach & control
Research Agent
Discover ICP-matched accounts, enrich company context, apply qualification gates and compile dossiers with buying triggers under a daily budget.
Research-backed account candidates and context for outreach.
Signals and account intelligence
Intent data, website signals, signal inbox, buying signals, stakeholder views, research hypotheses and competitor intelligence surfaces.
Signals and account context used to prioritize next actions.
SDR Agent
Research prospects, draft personalized outreach, schedule channel touches, qualify replies and use configurable approval/autonomy policy and dry-run simulation.
A managed outbound process with reviewable actions.
Sales Assistant
Answer CRM questions, look up deals/contacts, draft emails, summarize meetings and create records through tool calling and chat/slash commands.
Answers or explicit record/task/message actions in context.
Revenue planning and coordination
Revenue Pilot, campaign setup, account copy, cross-agent activity, mission control and review-item surfaces coordinate revenue work.
A shared plan and visible handoffs across specialized capabilities.
Workflows and approvals
Workflow designer/list, automations, unified approvals, review items, recommendations, notification rules and scheduler-backed execution.
Repeatable business workflows with inspectable review points.
AI cost and policy controls
Canonical ModelGateway routes text/JSON generation through budget policy checks and cost/telemetry recording; agent catalog exposes prerequisites and configuration.
Budget-aware model execution and visible configuration requirements.
Email and shared inboxes
Connected email inbox, signatures, templates, scheduling, tracking, suggested replies, shared inbox management and unified conversations.
Customer communication linked to CRM context.
Sequences, cadences and broadcasts
Email sequences, sales cadences, broadcasts, SMS campaigns and associated campaign/detail/composer pages.
Planned touches and campaign management.
Voice AI
Handle inbound calls and outbound sequence calls with CRM context; number provisioning, transcription, sentiment, human escalation and meeting writeback.
Call conversations and downstream CRM/booking outputs.
Channel coordination
Conversation endpoints and dashboards support voice/SMS/chat; SDR catalog describes email, LinkedIn, SMS and voice. Marketing names LinkedIn, X, blog and paid channels.
A connected communication process rather than separate channel records.
Calendar and booking
Calendar events, booking links, public booking pages and booking management; meeting dashboard and preparation.
Scheduled meetings and account preparation context.
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Marketing, content & service
Marketing Agent
Plan editorial calendars, draft brand-aligned posts, create imagery, schedule content and route approvals across documented marketing channels.
Approved marketing content and schedules.
Content Agent
Generate battle cards, ROI calculators, case-study drafts and assessment landing pages using product knowledge and CRM context.
Sales-enablement assets, not automatically verified customer claims.
Lead capture and landing pages
Build forms and lead-generation forms, review submissions, field mapping, landing pages, A/B tests and focus items/popups. Public submission and page routes exist.
Inbound interest captured into CRM workflows.
Social and account-based marketing
Social dashboards, LinkedIn analytics/carousel editing, account lists, ad creative library, account-based campaign builder and segmentation.
Campaign audiences, content and performance views.
Support Agent
Triage tickets, draft knowledge-grounded first responses, route by SLA, merge duplicate tickets and surface macros.
Assisted support handling with handoff to staff.
Webchat Widget
Embed a knowledge-grounded website chat experience; capture leads, support booking and hand off complex/high-intent questions to people.
A website conversation that joins the customer workflow.
Service management and feedback
Ticket list/detail, knowledge base, customer support portal, SLA dashboard, customer health, sentiment alerts and NPS/CSAT/CES surveys.
Customer issues, service follow-through and feedback.
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Connections, administration & industry work
Integrations and extensibility
Salesforce/HubSpot integration API, webhooks, Zapier, developer console, marketplace and Shopify/Stripe integration surfaces. Chrome extension connection is present.
Connectivity and extension points for a mixed tool stack.
Tenant, team and access administration
Team invitation, roles/permissions, company access, visibility groups, template selection, tenant settings, package features and limit assignments.
A scoped workspace for the correct users and industry edition.
Onboarding and agent activation
Registration, verification, MFA onboarding, company foundation, connection prerequisites, import and guided agent setup. Availability is tenant-configured.
Configured workspace and selected agent, not every capability enabled by default.
Commercial package management
Public package lookup and management of package prices, features, limits, trials, assignments and grandfathered prices.
A configurable commercial offering; marketing must publish the same definitions.
Healthcare staffing desk
People/candidates and clients, daily desk, bookings, placements, availability, shift/rota and desk commands/read views.
A staffing operating workflow, not a generic industry copy variant.
Healthcare worker compliance
Worker passport/readiness, evidence and verification, safeguarding, references, compliance workspaces and IR35-related surfaces.
Evidence and exceptions associated with worker/placement readiness.
Healthcare commercial and pay/bill
Rate cards, charge rates, contract templates, timesheets/work evidence, pay/bill composition, projections, release preview, exceptions and connector operations.
A traceable route from placement/work evidence to financial handoff.
Healthcare self-service portals
Worker work/calendar/readiness/time-pay/support; client demand/approvals/rota/finance/reports/compliance/contracts/team.
Role-specific external access to staffing work.
Construction demand and estimating
Demand intake links into shared CRM; estimating, quotes and commercial workspaces are mounted within a construction template boundary.
An opportunity-to-estimate-to-quote workflow.
Construction commercial control
Contract/order gates, okay-to-produce, variations, claims/retention and collections views.
Commercial decisions tied to project work.
Construction delivery and resources
Delivery/project command centre, work packages, field today, resource/formwork planning, workforce, plant, procurement, exceptions and closeout.
Coordinated project delivery and operations.
Construction finance and portal
Job finances/profitability, intelligence, rate/configuration administration and client project/quote/variation/claim portal pages.
Project commercial visibility and external collaboration.
Platform administration and diagnostics
Admin tenants/users, analytics, permissions, credits, package management, feature flags, simulation and scheduler diagnostics.
Operator tooling; not all surfaces belong in customer marketing navigation.
Capabilities are available through the relevant package, workspace configuration and connected services. Confirm the included features, operating scope and usage terms for your offer.
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Your next step
See your customer workflow, connected.
Bring one real workflow to the conversation. We’ll show how the records, agents and review points fit together.