Search results

CRM workflows connecting lead qualification, quotes, and invoices

Build a sales handoff around account fit and a triggering signal

Lead-to-deal conversion that carries communication into a linked sales record

Insurance sales pipelines with timed communication and internal tasks

Self-hosted customer records with configurable lead and opportunity pipelines

Sales CRM with reusable filtered views and linked opportunity records

Marketing, sales, and customer service software on one platform

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

Lead assignment rules that account for territory, capacity and availability

Lead-focused sales tracking with prospect lists and next actions

Sales opportunities that carry their records and tasks into post-sale projects

Field-sales execution with territory planning and visit context

Lead capture and sales follow-up connected with a broader customer lifecycle

Social media management platform for publishing, engagement and analytics

Use direct messages and project spaces to keep group conversations and follow-ups together.

Email API and SMTP sending with inbound message routing to applications

Send WordPress contact enquiries to the right inbox with translated form labels.

Live audience polls that turn session chat into displayed results

Customer context and sales workflows connected to CRM records

Transactional email sending and inbound messages forwarded as JSON

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

Digital sales Pods with page-level audiences and explicit ownership handoffs

Sales CRM with team-specific quote rules and approval-aware revisions