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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.

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

Performance reviews and recurring meetings connected with goals and development

Search external and existing candidate pools, then evaluate prospects against defined role criteria.

Build candidate assessments and reference checks around each job, with control over who sees the results.

Leave requests with policy controls and a clear limit on employee edits

Coordinate distributed hiring with local workflows, candidate pipelines and shared reporting.

Employee reviews and development workflows within Microsoft Teams

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

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