Overview
What it does
A CRM that lives where your conversations happen. Contacts, deals and activity are all in one place, so nothing slips between a chat and a follow-up.
Leads captured by your AI Employees drop straight into a visual pipeline with tags, owners and next steps already set — no copy-pasting between tools.
Contacts, companies and deal records
Drag-and-drop pipeline kanban
Tags, owners and activity timeline
Auto-captured leads from chat and voice
Filters and saved views for every team
More of the platform
Omnichannel conversations with a unified inbox, agent-assist and seamless AI-to-human handoff across every channel.
Phone answering, IVR flows, sentiment analysis and post-call CRM updates — the same intelligence over the phone.
Upload docs, connect sites and indexes. Cited, grounded answers with confidence scores from your own data.