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Customer records, sales activity, and workflows with self-hosted or managed access

Custom sales stages, weighted forecasting, and connected email

Contact enrichment and dated company signals across sales tools

Sales opportunities and follow-ups with an optional quoting and invoicing workflow

CRM and automated email or SMS follow-up in one sales platform

Company website intent, prioritized account lists, and CRM workflows

Schedule therapy and wellness appointments inside a practice-management workspace for health professionals.

Match financial transactions and track unresolved differences through sign-off

Reusable email campaigns with behavioural triggers and CRM connections

Real-estate CRM with workflows that react to customer activity and unfinished tasks

All-in-one business platform with CRM, marketing, sales, automation and AI agents

AI GTM platform that finds intent signals and enriches CRM data for B2B teams.

A real-estate website and CRM sharing buyer search and follow-up context

Connect recurring invoices with payment matching and customer follow-up

WhatsApp Business API platform for chatbots, broadcasts, a shared team inbox and a built-in CRM.

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

Enterprise voice AI platform for building and running AI phone agents

AI document processing that extracts structured data from files

Digital human assistant that runs admin work across your inbox, calendar, CRM, and documents

AI agents that run business processes from documents and rules

AI form filler that reads PDF and Word forms and fills them from your own data.

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.