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Sales CRM with role-controlled deal edits and a continuing free edition

Sales deal tracks and milestone-triggered follow-up with a small free tier

Role-specific revenue worklists connecting deal context with follow-up

Revenue questions connected to deal context, call preparation and execution

Lead-to-deal conversion that carries communication into a linked sales record

Customer deal workspaces created from governed sales playbooks

CRM-linked relationship and deal context with structured qualification

Shared customer records with stage-specific deal work

Manage sales sequences alongside deal work, conversations and forecasting

Revenue conversations and CRM context brought into configurable deal boards

Use company context and CRM deal segments to rank prospect accounts

Creator campaign boards whose stages are connected by explicit automations

Sales pipeline intelligence and deal collaboration across organizations

Agentic AI platform for private markets research and diligence.

Map startups, investors and funding across markets and regions

Personal AI agent that finds and negotiates paid opportunities

AI revenue platform that reads calls, emails, and CRM records to answer pipeline questions

UK deal discovery through a shopping community

Insurance deal pipelines with agent-specific follow-up automation

Keep lease administration, accounting and location records connected

Sales pipelines with lead routing and Freddy AI assistance

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

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

Agent contacts and deal workflows connected with a daily planner