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Customer context and sales workflows connected to CRM records

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

AI workspace that runs recurring work and creates files

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

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

Lead distribution with buyer eligibility, delivery recovery and routing history

Photography client management with scheduled mail and event-based follow-up

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

B2B CRM activities that connect tasks and emails with a sales-process step

Connected revenue records with configurable sales workflows

Customer deal workspaces created from governed sales playbooks

Photography client workflows with task-gated phases and separately timed actions

Photography jobs with stage-aware tasks and date-dependent automation

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

Action-based investor CRM requiring a next step and deadline

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

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

Contact search and email campaigns for sales prospecting