What's included
The usual, without the data entry.
Contacts
With whatever fields you need. Import a file, or let the agent create them.
Pipeline
Your own stages, drag and drop, and conversion metrics that compute themselves.
Outbound
One-to-one sequences and batch sends, with reply tracking.
With an agent inside
It stays current while you work.
The CRM is wired to the inbox and to your apps, so the agent keeps it up to date by itself.
- Creates the contact the first time somebody writes
- Moves the deal along when the thing that moves it happens
- Ask it to “follow up with everyone who didn't reply” and it does
- Cross-references your store: what they bought, how much, how long ago
FAQ
What people usually ask.
Can I migrate from another CRM?
Yes, by importing a file. Custom fields are mapped in the same step.
Can the agent delete things?
Only if you allow it. By default any destructive action stops and waits for your approval.
Start today
Import your contacts and let it keep itself current.
Free to start. No card.
