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Client relationships connected with proposals, project milestones, and payments

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

Advisory CRM workflows launched from relationship records and reusable templates

Client-centred practice management for accounting and tax firms

Client requests, practice workflows and QuickBooks transaction follow-up

Accounting-practice workflows with client document checks

Revenue conversations and CRM context brought into configurable deal boards

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

Contact records and sales pipelines with configurable follow-up automations

Use company context and CRM deal segments to rank prospect accounts

Real-estate CRM connected with IDX websites and lead-nurture workflows

Customer records and shared communication inside Microsoft Outlook

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

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

Session-specific client workflows with manual control over individual steps

Sales deals connected with proposals, project scope, and delivery financials

Real-estate CRM connecting property searches, follow-up, and brokerage operations

Salesforce-based real-estate CRM linking listings, customer work, and transactions

Customer context and sales workflows connected to CRM records

An AI-native CRM that runs prospecting, enrichment, reporting, and call intelligence in one system.

AI customer service platform and CRM for B2C and B2B teams

Account and contact management with bulk updates, opportunity history, and task automation

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

Give agency clients a branded portal for requests, project status, time, and billing.