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Build bank-payment authorization and track each request through its outcome

Collect logs, metrics, and traces through OpenTelemetry or cloud integrations, then investigate alert signals in a shared telemetry workspace.

Product information management with family-level attributes and channel completeness

Add bank payments and organized financial data to customer applications

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

Capture commerce events and monitor their delivery to advertising and analytics destinations.

Product information and media management with channel distribution add-ons

Email validation with a separate catch-all review stage and shared usage credits

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

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

AI assistant that updates your CRM through messaging apps.

Graph context layer that turns enterprise documents and data into knowledge graphs

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

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