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Configurable sales and customer-service processes with connected AI-assisted work

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

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

AI-native platform for quoting, submittals, and project management for MEP distributors and rep agencies

Sales pipelines connected to Gmail and other customer channels

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

Sales opportunities with guided stages, suggested actions and visible predictions

Route visiting-company activity into an owned sales follow-up

Outbound sales calling, prospect research and coaching in a shared workspace

AI sales agents that automate LinkedIn outbound for revenue teams.

Sales visit plans with route or customer assignments and recurring schedules

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

An email and calendar app where AI agents handle email jobs you describe.

AI agents that answer calls, route callers, book appointments, and reply on WhatsApp.

Lead records and sales communication with usage-based calling and messaging

Shared customer and deal work with connected appointment and support tools

Shared customer history, sales pipelines, and follow-up tasks for growing teams

AI sales assistant that runs voice and text conversations

US sales tax reporting, calculation and optional automated return filing

Turn connected sales into tax invoices, threshold alerts and filing reports

Sales pipelines with lead routing and Freddy AI assistance

Sales records and rule-based assignment for incoming leads, opportunities, and tasks

Visual sales pipelines with activities and email context

Sales records with configurable lead qualification and related opportunity creation