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

One place to chat with many AI models and use free AI tools.

Visual sales pipelines with activities and email context

Newsletter campaigns and commerce follow-ups with subscriber or prepaid access

Shared customer and deal work with connected appointment and support tools

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

Small-business sales records connected with wider customer operations

AI-infused customer engagement and marketing automation platform with a built-in CDP.

UK product comparison with stated deal context

Sales opportunities and quotations with separate overwrite and amendment choices

Compare ships and itineraries before following a cruise deal

AI marketing and service platform for personalized omnichannel campaigns and support.

Build a sales handoff around account fit and a triggering signal

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

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