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Customer history and sales follow-up connected with quotations and invoicing

Customer records, sales conversations and follow-up in one workspace

CRM-based automation for lead capture and customer follow-up

Sales opportunities with guided stages, suggested actions and visible predictions

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

Separate reserved stock from completed shipments

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

AI sales assistant that runs voice and text conversations

AI email coach that reviews and scores sales emails

US sales tax reporting, calculation and optional automated return filing

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

Connect quotes, subscription billing and collection workflows

Mobile wallet that exposes the provider and minimum output in swap quotes

Multi-token swaps and trading connections for other apps

TWD crypto buying with short-lived quotes and recurring purchases

Swiss time tracking and invoicing for European service businesses and freelancers.

Recruit customers, run studies and share session-linked findings

Compare cross-chain swap providers and integrate their routes

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 visit plans with route or customer assignments and recurring schedules

Sales records with configurable lead qualification and related opportunity creation

Sales competitions with explicit metrics, participants and publishing controls