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Sales tax and VAT management with return review and remittance

Sales, stock and finance for Brazilian small businesses

Monitor tax exposure, review product categories and approve the first filing

Editable Salesforce views with filters, grouping and missing-field highlights

Photography client management with scheduled mail and event-based follow-up

Photography client records with enquiry responses and a limited undo-send window

Photography client workflows with task-gated phases and separately timed actions

Photography jobs with stage-aware tasks and date-dependent automation

Client booking with connected proposals, contracts, invoices, and workflows

Client relationships connected with proposals, project milestones, and payments

Real-estate relationship reminders that adapt as a contact moves through the pipeline

Session-specific client workflows with manual control over individual steps

Investor relationship tasks and fundraising pipelines with configurable overdue alerts

AI sales agent for owner-led firms

Client, appointment and invoice records with desktop and paid shared access

Constituent relationships connected to memberships, contributions, and events

AI suite that records, transcribes, and summarizes meetings across video and in-person settings.

Desktop AI agent for LinkedIn outreach that runs on your machine.

Separate reserved stock from completed shipments

Build and run specialist AI agents for sales, support and operations

AI agents that resolve support and sales conversations across your website, helpdesk, and messaging apps.

Build voice, chat, email, and workflow AI agents on one platform.

AI agents for retention, lifecycle, and CRM teams.

AI people search and profile enrichment for recruiting and sales teams