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Sales opportunities and quotations with separate overwrite and amendment choices

WhatsApp Business API platform for chatbots, broadcasts, a shared team inbox and a built-in CRM.

A Java testing library that starts disposable Dockerized dependencies for integration tests.

B2B sales CRM with guided workflows and ERP-informed account intelligence

Privacy-first AI assistant for financial advisors that takes notes, preps meetings, and updates client records.

Integration with visible input, steps and graphs

Build a sales handoff around account fit and a triggering signal

Sales CRM with team-specific quote rules and approval-aware revisions

Lead-to-deal conversion that carries communication into a linked sales record

Client workflows built from reusable action templates

Configurable sales boards with customer activity, routing and follow-up automation

Sales contact research and reusable lists with shared data credits

B2B CRM that gathers contact context from connected tools

Advisory CRM workflows launched from relationship records and reusable templates

Calling-focused CRM with event-triggered WhatsApp follow-up workflows

Configurable advisory CRM with record-linked processes and task dependencies

Connect online and offline marketing touchpoints with CRM opportunities and revenue.

Advisor CRM workflows linked to a contact, opportunity or project

Advisor CRM connecting client communication, meetings and policy context

Sales CRM for lead separation, opportunity tracking, and account context

Company and opportunity records connected with the team's Outlook conversations

Connected sales, marketing, and service around a shared CRM

Sales pipelines connected to Gmail and other customer channels

Real-estate CRM with transaction checklists and client updates