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Shipped & ready

One platform for the whole business

Every capability below is shipped today. No add-ons, no separate tools to stitch together.

  • Contacts, companies & a visual deal pipeline

    Drag-and-drop kanban pipeline with activities and notes on every record.

  • Unified inbox: email, voice, SMS & social

    Gmail & Outlook, Twilio voice + SMS, live chat and social — one shared inbox.

  • Support tickets, SLAs & knowledge base

    Ticketing with SLAs, a knowledge base and a branded customer portal.

  • Quotes, orders & e-signatures

    Branded quotes, e-sign and approval chains from draft to signed.

  • Forms & landing pages that capture leads

    Build forms and landing pages and embed them anywhere to capture leads.

  • Dashboards & analytics

    Charts, metrics and maps with one-click PDF export.

  • No-code workflow automation

    Visual builder with triggers and a durable engine — roughly 73 actions.

  • Multi-level approvals

    Delegation, recall and timeouts across multi-step approval flows.

  • An AI assistant that takes action

    A conversational agent that reads, creates and updates records — with memory.

  • AI recommendations, autofill & scoring

    Next-action proposals, field autofill, and lead + predictive scoring.

  • Proactive signals & daily briefings

    Surfaces stalled deals, quiet champions and buying signals every day.

  • Automatic data enrichment

    Enrich records automatically from LinkedIn and public registries.

  • Accounting, GL & bank feeds

    Journal entries, Plaid reconciliation, payment allocation and depreciation.

  • Orders, products & shipment tracking

    Track orders and products through to delivery confirmation.

  • Work orders & bills of materials

    Manufacturing work orders and BOMs alongside the rest of your data.

  • Project management

    Tasks, milestones and activities to deliver the work you win.

  • Employees & payroll

    Employee records, tax computation and bank export.

  • Social media scheduling

    Schedule and publish to Facebook, Instagram, LinkedIn and X.

  • Self-service customer portal

    Customers track tickets, quotes, invoices and shipments themselves.

  • Enterprise-grade security

    RLS multi-tenancy, MFA, role + field-level permissions and audit logs.

  • Custom fields on every record

    Formulas, AI autofill and per-role visibility on any record type.

  • Import & export

    CSV/Excel import with column mapping; export to CSV and PDF.

  • 25+ native integrations

    Connect the tools you already use across comms, finance, e-commerce and more.

CRM

  • Contacts, companies & a visual deal pipeline

    Drag-and-drop kanban pipeline with activities and notes on every record.

Communications

  • Unified inbox: email, voice, SMS & social

    Gmail & Outlook, Twilio voice + SMS, live chat and social — one shared inbox.

Sales

  • Quotes, orders & e-signatures

    Branded quotes, e-sign and approval chains from draft to signed.

Service

  • Support tickets, SLAs & knowledge base

    Ticketing with SLAs, a knowledge base and a branded customer portal.

  • Self-service customer portal

    Customers track tickets, quotes, invoices and shipments themselves.

Marketing

  • Forms & landing pages that capture leads

    Build forms and landing pages and embed them anywhere to capture leads.

  • Social media scheduling

    Schedule and publish to Facebook, Instagram, LinkedIn and X.

AI

  • An AI assistant that takes action

    A conversational agent that reads, creates and updates records — with memory.

  • AI recommendations, autofill & scoring

    Next-action proposals, field autofill, and lead + predictive scoring.

  • Proactive signals & daily briefings

    Surfaces stalled deals, quiet champions and buying signals every day.

Automation

  • No-code workflow automation

    Visual builder with triggers and a durable engine — roughly 73 actions.

  • Multi-level approvals

    Delegation, recall and timeouts across multi-step approval flows.

Analytics

  • Dashboards & analytics

    Charts, metrics and maps with one-click PDF export.

Operations

  • Orders, products & shipment tracking

    Track orders and products through to delivery confirmation.

  • Work orders & bills of materials

    Manufacturing work orders and BOMs alongside the rest of your data.

  • Project management

    Tasks, milestones and activities to deliver the work you win.

Finance

  • Accounting, GL & bank feeds

    Journal entries, Plaid reconciliation, payment allocation and depreciation.

  • Employees & payroll

    Employee records, tax computation and bank export.

Data

  • Automatic data enrichment

    Enrich records automatically from LinkedIn and public registries.

Platform

  • Enterprise-grade security

    RLS multi-tenancy, MFA, role + field-level permissions and audit logs.

  • Custom fields on every record

    Formulas, AI autofill and per-role visibility on any record type.

  • Import & export

    CSV/Excel import with column mapping; export to CSV and PDF.

  • 25+ native integrations

    Connect the tools you already use across comms, finance, e-commerce and more.

25+ native integrations

Connect the tools you already use across comms, finance, e-commerce and more.

Email & comms

  • Gmail
  • Outlook / 365
  • Slack
  • Microsoft Teams
  • Mailchimp
  • Twilio

Social

  • LinkedIn
  • Facebook
  • Instagram

Calendar

  • Google Calendar
  • Outlook Calendar

Video

  • Zoom

E-commerce

  • Shopify
  • WooCommerce
  • BigCommerce

Payments & banking

  • Stripe
  • Plaid

Accounting

  • QuickBooks
  • Xero
  • MYOB
  • Reckon
  • Acumatica (beta)

CRM import

  • Salesforce
  • HubSpot
  • Pipedrive
  • Zoho

Productivity

  • Google Sheets
  • Google Drive

Maps

  • Mapbox

Start free today, or see it with your data

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