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AI agent platform for enterprise customer service across voice and chat.

Customer records and lead conversion with configurable sales and delivery work

Lead records and sales communication with usage-based calling and messaging

Connect recurring invoices with payment matching and customer follow-up

Home-improvement retail with planning and tool-hire routes

AI platform that captures emails, calls, and meetings and updates CRM or AMS records.

Turn negotiated contracts and metered usage into reviewed invoices

Move from a customer estimate to an invoice and payment link

Revenue conversations and CRM context brought into configurable deal boards

Survey collection for customer, employee, and event feedback

Online commerce with localized markets, inventory, and connected sales channels

Filter delivery incidents and export the parcels needing attention

Social customer support with AI action credits and unlimited teammates

Email journeys and broadcasts built around shared customer records

Attach field photos and customer signatures to invoices

Small-business CRM with multiple pipelines and connected conversations

Small-business sales records connected with wider customer operations

Sales opportunities and follow-ups with an optional quoting and invoicing workflow

An AI workspace that captures notes, meetings, and research and helps surface useful context.

Connect merchant checkout and payment status with customer workflows

Coordinate project tasks, Kanban plans, timesheets, budgets, and customer progress in ERPNext.

Manage customer invoices and supplier bills on Windows

Customer identity with business-organization access controls

Legal intake statuses that create role-owned follow-up tasks