Search results

Real-estate CRM with rules-based assignment and response-aware action plans

AI phone system for answering calls, booking meetings, and syncing with your CRM.

Lead assignment rules that account for territory, capacity and availability

Visual B2B sales pipelines with guided selling and no-code automation

Real estate lead follow-up with ownership, history and status filters

A sales CRM organized around the next customer follow-up

Small-business CRM with connected booking, documents, and workflow tasks

Complex-sales CRM with milestones, sales aids, and account plans

Contact records, sales visibility, and a connected daily task list

CRM joining opportunity forecasts with customer service and optional commercial operations

Action-based investor CRM requiring a next step and deadline

Customer records, sales conversations and follow-up in one workspace

CRM-based automation for lead capture and customer follow-up

Field-sales execution with territory planning and visit context

Investor CRM with event-triggered routing and an audit trail for follow-up

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

B2B sales CRM with guided workflows and ERP-informed account intelligence

Route visiting-company activity into an owned sales follow-up

Auto-redact PII in PDFs and screenshots on Mac, fully offline

AI-first document management platform with blockchain-backed audit trails and enterprise search.

AI document processing that extracts structured data from files

Native AI PDF assistant for Mac that answers with cited source pages.

Data layer that turns public information into verified, structured facts for AI agents.

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