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Connected sales, marketing, and service around a shared CRM

Sales readiness and enablement with explicit training and role-play package boundaries

Contact records and sales pipelines with configurable follow-up automations

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

A sales CRM organized around the next customer follow-up

Shared customer and deal work with connected appointment and support tools

Contacts and sales opportunities linked with tasks, projects, and client documents

Sales deal tracks and milestone-triggered follow-up with a small free tier

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

Sales, service, and customer journeys in X2Engine's CRM platform

Governed sales content and enablement programs with distinct employee and partner licenses

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

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

Field sales enablement with governed content and collaborative buyer spaces

Configurable customer workflows across sales, marketing, and service

Sales content, plays, practice, and coaching in a maintained revenue-execution platform

AI social selling tool that finds and replies to high-intent posts on LinkedIn, Reddit and X.

Separate account-wide contact exclusions from identity-specific sequence decisions

CRM workflows connecting lead qualification, quotes, and invoices

AI customer service platform with Lyro AI Agent, live chat, help desk, and Flows automation.

AI data extraction that turns PDFs, scans, emails and images into structured data.

Train an AI version of yourself on your content and voice to chat with prospects and clients.

AI framework that reads WhatsApp and text to organize sales and follow-up tasks

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