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Customer context and sales workflows connected to CRM records

Field sales execution with offline presentations, meeting records, and CRM synchronization

Lead management with separate qualification levels, lifecycle states and guided conversion

Ask a live database or spreadsheet questions in plain English and turn the answers into dashboards, reports and alerts.

Agent-native outbound engine that finds leads and runs LinkedIn, Instagram and email outreach.

Share commercial lease dates, rent schedules and accounting across teams

HKD and USD crypto accounts with order-book and quoted trading

AI parallel dialer that calls several numbers at once and routes live answers to sales reps.

Sales-tax calculations and filings with a team to manage the work

Sales tax and VAT management with return review and remittance

Sales, stock and finance for Brazilian small businesses

Monitor tax exposure, review product categories and approve the first filing

Research private-market funds, investors and peer benchmarks

Turn campaign replies into assigned leads with a reviewable status queue

Review sales replies by campaign, sender, client and team member in one inbox

Mapped sales accounts with route planning and meeting follow-up tools

CRM workflows that distinguish the first matching event from repeated matches

Lead cards with distinct qualification, pipeline and follow-up controls

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

Customer deal workspaces created from governed sales playbooks

Manage replies, call tasks and manual drafts in the same sales conversation queue

Customer history and sales follow-up connected with quotations and invoicing