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Customer context and sales workflows connected to CRM records

AI platform that captures emails, calls, and meetings and updates CRM or AMS records.

Qualified leads, opportunity follow-up, and quotes in a configurable customer workspace

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

Self-hosted customer records with configurable lead and opportunity pipelines

AI customer service platform and CRM for B2C and B2B teams

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

Visual B2B sales pipelines with guided selling and no-code automation

Sales opportunities and quotations with separate overwrite and amendment choices

Configurable customer workflows across sales, marketing, and service

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

Sales contact research and reusable lists with shared data credits

B2B CRM that gathers contact context from connected tools

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

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