Search results

Sales records, quote preparation, and contract follow-up in a shared CRM

Contact CRM with an owned-software route and hosted alternatives

Multichannel AI communications platform for voice, text and email that books appointments and writes back to your CRM.

Real-estate CRM with rules-based assignment and response-aware action plans

AI phone system for answering calls, booking meetings, and syncing with your CRM.

Bloks is software for financial advisors that captures meetings, emails, and documents and keeps client records current.

AI assistant that updates your CRM through messaging apps.

Voice AI employees that make calls, qualify leads, and book appointments

CRM workflows connecting lead qualification, quotes, and invoices

Qualify inbound prospects, route them to the right representative, and book meetings in the same flow.

Sales CRM with role-controlled deal edits and a continuing free edition

Sales pipelines with lead routing and Freddy AI assistance

Prospect searches and list enrichment with connected CRM delivery

Insurance deal pipelines with agent-specific follow-up automation

B2B CRM activities that connect tasks and emails with a sales-process step

Account-based sales prioritization with weighted engagement signals and predictive scoring

Lead cards with distinct qualification, pipeline and follow-up controls

Self-hosted customer records with configurable lead and opportunity pipelines

CRM lead routing that distinguishes account owners from rotating pools

Real-estate sales CRM with availability cover and explicit user reassignment

Connected revenue records with configurable sales workflows

Sales CRM with reusable filtered views and linked opportunity records

Matter pipelines whose stage and status control different parts of the view

Legal intake forms with case-specific fields and conditional follow-up rules