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A sales pipeline workspace with activities, deadline indicators, and reporting

Lead management with separate qualification levels, lifecycle states and guided conversion

AI voice agent that answers business calls and books appointments

Trigger personalized postcards, letters, and other physical mail from software.

Visual database and workflow automation that connects to 6,000+ apps

Cloud phone system with calling, messaging, and AI tools for teams

Publish a booking page where clients can choose services and available appointment times.

A CRM built into Google Workspace for contacts, deals and projects.

Quote-to-revenue workflows with distinct approval, publishing, and acceptance states

Retail email campaigns with reusable language variants

Recruiting relationships and applicant workflows with configurable onboarding

Shared sales workspaces with staged content and collaboration controls

Sales cards with status-based automation and assigned recurring tasks

Retail account execution with rules controlling where visit forms appear

Mapped sales accounts with route planning and meeting follow-up tools

Sales visit plans with route or customer assignments and recurring schedules

Sales execution dashboards linking team metrics with coaching work

Sales beat plans that retain visits and reasons for zero orders

Customer deal workspaces created from governed sales playbooks

Sales competitions with explicit metrics, participants and publishing controls

Queue-based sales work with adaptive scripts and timed follow-up

Model-based end-to-end test automation for enterprise applications and business workflows.

Manage projects and workflows on configurable boards with team views, templates, and automations.

AI meeting notetaker that transcribes, summarizes and searches team conversations.