Revenue CRM
All features
All 93 of them, grouped by area. Everything here ships today. Pricing comes in three plans. Nothing sits behind a higher plan.
CRM core
Customers, deals, and history in one place. The shared base under the B2B, agency, and reseller editions.
- Contacts / Companies / Deals People, companies, and deals, linked. Nouns follow your edition: deals become projects for contractors.
- Tickets / Tasks / Activities / Calls Inquiries, to-dos, touch history, and calls, all attached to the record.
- Deal kanban Drag between stages. Amount and count roll up per stage.
- Pipeline & stage management Multiple pipelines. Rename, reorder, and re-weight stages to match how you actually sell.
- Lifecycle stages Subscriber, lead, MQL, SQL, opportunity, customer, evangelist. One state machine, not seven opinions.
- Lead conversion Change the stage and create the deal in one move, from inquiry to opportunity.
- Dedup & account matching Email is the key. Existing records get their blanks filled, never overwritten. Forms, API, and imports all come through the same door.
- Notes, attachments & favorites Keep notes and files on the record. Pin the ones you open every day.
- Record-to-record relations Link records through your own defined relationships, on top of the built-in associations.
- Saved views & global search Save a filtered view and reuse it. Search across every object from one box.
- Today on the home screen Open the home screen and see your own overdue tasks, tasks due today, and undated tasks, sorted by priority. Check them off right there.
AI agent
Less typing in, more judgment out. The AI agent also carries what lives outside the CRM into it.
- AI agent (run the CRM in plain language) Search, aggregate, and create contacts and tasks by asking. No field names to memorize.
- Next best action & first-message draft The moment a lead becomes an MQL, AI drafts the next move. The action, the channel, the first message, the asset to send. It lands on the first-touch task.
- AI briefing The dashboard tells you in words what moved since last time, before you read the numbers.
- AI suggestions, with justification The set of actions the model may propose is fixed in advance, and every suggestion carries its reason. It cannot invent a new instruction for you.
- Call analysis Pull MEDDPICC / BANT / CHAMP / SPIN signals out of a call transcript, and show what is still unanswered.
- Business card scanning One photo, 17 fields, a new contact. Lay out up to 10 cards and scan them in one shot. Existing contacts are updated from the card; new ones get a first-email draft that waits for your approval. Note where you met, too.
- Handwriting & whiteboard capture Turn a photo of meeting notes or a whiteboard into records.
- Chat import Paste a LINE / Slack / Chatwork thread. It lands in the history with a summary and next steps.
- Voice input & transcription Speak on the move, get it written down.
- Web research, summarization & classification Research with citations, summarize long records, and classify inbound.
- Full-text extraction from attachments, with semantic search Search inside proposals and minutes, not just their filenames.
- Company research & ICP tiering Research a company, assign a tier against the ICP you describe, and use that to prioritize. Low-confidence calls wait for a person to review.
- News on your target accounts Public news on your target accounts, such as funding, launches, and leadership changes, checked weekly and delivered to the owner with sources. Good news comes with a congratulations draft.
- AI learning & tuning Corrections feed the next prompt. Adoption is decided by the numbers, stopping is decided by a person.
- Safety gate before execution Every write the AI agent attempts passes through a single gate. Reading and writing are not the same permission.
- Bring your own key (BYOK) Run the AI agent on your own Anthropic / OpenAI / Gemini / Azure OpenAI key.
- Fuel usage Track what AI features and automation consume, per workspace.
RevOps automation (175 workflows)
Switch on what you need before you build anything. 59 marketing, 59 sales, 57 customer success.
- A catalog of 175 pre-built workflows Organized into nine mechanisms: event-driven, scoring, AI, data hygiene, lifecycle, analytics, governance, integration, and config.
- Defaults per edition Contractor, reseller, and B2B each start with their core loop already on.
- Stalled-deal alerts Find deals with no activity (email, call, meeting, note) for a set period and create a task for the owner.
- Lead-volume anomaly check When new leads fall below half of the previous week, a task is created to look into it. Checked weekly.
- Automatic target-account flagging (ABM) Flags target accounts from contact intent and ideal-customer fit, and creates a task when contact with a flagged account goes quiet.
- Overdue response check Turns inquiries past their response deadline into a high-priority task for the owner.
- Automatic renewal-deal creation Work back from the contract date and open the renewal deal before it is due.
- Pain-based nurturing & dormant reactivation Trigger the next touch from what they read, or from how long they have been quiet.
- Cross-sell & upsell candidates Surface who to approach next from expansion signals.
- Toggle on/off, attach sequences Switch each one on or off, and attach the email sequence it should send.
Marketing
From form to send, on the same data, so the handoff does not break.
- Form builder Build a form with a public page. A submission creates the contact and lands in the inbox as a conversation you can reply to by email.
- Email delivery Templates and campaigns for one-to-many sends. Temporary send errors are retried automatically, without anyone getting the same email twice.
- Drag-and-drop email builder Stack blocks to build it. The HTML ships with inline CSS, so it survives the inbox.
- Open & click tracking Record response per person, and feed it into scoring and the next touch.
- Unsubscribe management One place for opt-outs and suppression, so a wrong send is structurally blocked.
- Consent gate Checked before any outbound send, outreach, or list inclusion. Opt-outs are enforced by the system, not by discipline.
- Static & dynamic lists Lists that add and drop people as the conditions change.
- Workflows Build your own with triggers, conditional branches, and delays.
Sales
Get the number right. Then find where it stopped.
- Forecasting Roll up by category to a landing number, kept separate from the rep gut feel.
- Forecast accuracy A daily snapshot of the quarter, so you can compare the early call against where it actually landed.
- Pipeline review Where deals are stuck and how many. A screen about the blockage, not the count.
- Lead scoring Rules-based grades A to F, where you can always explain the score.
- Lead routing Keep the existing owner. When there is none, assign by who is carrying the least right now.
- Sequences Automated multi-step follow-up that stops on a reply.
- Drafts waiting to send AI writes it, a person approves it, then it goes. The place that keeps sending from being automatic.
- Quotes Line items, tax rates, and status, tied to the deal and the product catalog.
- Product catalog One list of what you sell and for how much, pulled into quotes and deals.
- Contact roles Decision maker, champion, and the rest, per deal, so you can see who you have not met.
Delivery
What happens after the win. For contractors and project-based businesses.
- Delivery tracking Track won work on the same data as the deal that produced it.
- Capacity calendar Person-days per week and what is already allocated, so you know what you can take on.
- Quote-to-delivery automation Quote prep, stalled alerts, forecast updates, won processing, and maintenance renewal dates, on from day one.
- HubSpot push Push a list from the CRM into HubSpot as a static list. The write-back half of the connection.
Customer Success
See churn in the numbers before it happens.
- Health scores & revenue at risk Health per customer, and the MRR currently exposed, in one list.
- Success plans Goals and metrics per customer, and how far along they are.
- CS playbooks Onboarding, renewal, and risk response as a repeatable sequence of steps.
- Omnichannel inbox Chat, email, and API conversations in one box.
- Embeddable chat widget Drop it on your site and answer in real time. The conversation stays in the CRM.
- Inbound email as conversations Incoming mail becomes a conversation with an owner and a status. Each inbox gets its own forwarding address, so you connect by forwarding your existing support address to it.
- Knowledge base Your own procedures and answers, kept inside your tenant, separate from the product help.
- Surveys (NPS / CSAT / CES) Three standard measures, attached to the customer record and tracked over time.
Subscriptions & billing
The base for recurring revenue. On by default for resellers.
- Edition switch B2B, contractor, or reseller changes the nav, the nouns, and the default automations. Not the code base. The school edition runs on its own screens built for classrooms.
- Subscription management Contracts as first-class records, with renewal dates and status.
- Recurring metrics MRR, ARR, churn rate, and LTV, computed for you.
- Stripe Customer sync, payment links, and invoices, reconciled against the CRM contract.
Data model & extensibility
Extend the structure to fit your business, only where the built-ins fall short.
- Custom objects Define record types the product does not ship with.
- Custom fields Add your own fields to the built-in objects.
- Record types Switch business types inside a single object.
- Relationship definitions Associations, junction objects, and many-to-many relations.
- REST API / GraphQL / MCP server Three ways in from outside. The MCP server lets AI tools connect directly.
- Outbound webhooks Notify external systems when records change. Signed, with delivery logs.
- CRM sync (read) Pull deals and contacts from another CRM, so the two can run side by side during a migration.
- Integrations Notion, Google, LinkedIn, and Stripe.
Admin, security & operations
Who can see what, and who changed what when. The part you cannot bolt on later.
- Permissions View, edit, delete, and export per role, right down to whether amounts are visible.
- Job-function personas Narrow the nav to the person’s actual job. Separate from RBAC, and you can hold several at once.
- Audit log Who changed what, and when.
- Members & teams Invites, roles, and team structure, across multiple workspaces.
- Sending domain Set up SPF and DKIM and send from your own domain.
- Sales notifications Push deal and task activity to email and Slack. Task due dates also arrive as push notifications on your PC or phone at 10 a.m. the day before and the day of (on iPhone, add the app to your home screen first).
- Weekly digest One Monday email: last week’s movement and the deals that stopped.
- ICP definition Define the customer you are after, and use it as the basis for scoring and AI judgment.
- Trash Restore records deleted within the retention window.
- Rate limits & AI quota Rate limits on public endpoints, and a daily cap on AI calls during trial.
- Glossary Industry terms in the wiki and help carry their own explanation, so a newcomer does not stall on them.
- Referral program For 12 months after a referred company starts paying, 20% of its base plan fee comes off your own bill.
- Trilingual Japanese, English, and Traditional Chinese. The whole UI switches.
See the real screens with nothing but an email address.