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Employee expenses, travel and invoice workflows

Editable Salesforce views with filters, grouping and missing-field highlights

Photography lead workflows whose templates are separate from assigned jobs

Sales records and rule-based assignment for incoming leads, opportunities, and tasks

Visual sales pipelines with activities and email context

Unify B2B data relationships for attribution, account engagement and revenue analysis.

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

Sales records with configurable lead qualification and related opportunity creation

Business email discovery with verification statuses and list exports

People search and spreadsheet enrichment for sales prospecting

Visual builder for AI agents that connect to many models and services.

Deploy lifelike Digital Workers and build custom AI agents

Agentic managed detection and response with an AI SOC analyst and 24/7 monitoring.

Photography client records with enquiry responses and a limited undo-send window

Customer records and sales deals with project, owner and currency filters

Sales opportunities that continue into orders and delivery projects

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

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

Shared customer records with stage-specific deal work

Client booking with connected proposals, contracts, invoices, and workflows

Client relationships connected with proposals, project milestones, and payments

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

Website company identification with intent routing and sales outreach

Shared customer and deal work with connected appointment and support tools